Qualified Retirement Plan Custodial Services Agreement Sample Contracts

Qualified Retirement Plan Custodial Services Agreement
Qualified Retirement Plan Custodial Services Agreement • February 9th, 2015 • Virginia

This Agreement is made by, between, and among the employer identified in this Agreement (the “Employer”), the trustee(s) identified in this Agreement and any substitutes for or successors to such trustee(s) (the “Trustees”), and FOLIOfn Investments, Inc. (“Folio”). The Employer, the Trustees, and Folio mutually agree as follows:

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