Retirement Plan Agreement Sample Contracts

Clark University Retirement Plan Agreement for Salary Reduction
Retirement Plan Agreement • April 4th, 2024

This agreement is considered “evergreen” and will remain in effect during your eligible employment at Clark until altered or terminated via written notice to Human Resources.

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RETIREMENT PLAN AGREEMENT
Retirement Plan Agreement • October 28th, 2005 • Umb Scout Funds • Wisconsin
RETIREMENT PLAN AGREEMENT
Retirement Plan Agreement • November 29th, 2013 • Fpa Paramount Fund Inc • Wisconsin

THIS AGREEMENT is made this day of , 2011, by and between UMB BANK, N.A., a national banking association, having its principal office and place of business at 1010 Grand Avenue, Kansas City, Missouri 64141 (the “Bank”), UMB FUND SERVICES, INC., a Wisconsin corporation, having its principal office and place of business at 803 West Michigan Street, Milwaukee, Wisconsin 53233 (“UMBFS”), and each of the separate investment funds set forth on Appendix D attached hereto , having their principal office and place of business at 11400 W. Olympic Blvd., Los Angeles, California 90064 (each a “Fund” and collectively the “Funds”).

RETIREMENT PLAN AGREEMENT
Retirement Plan Agreement • April 12th, 2022

This agreement is made and entered into by and between the CATHOLIC BISHOP OF SPOKANE, a corporation sole, and the priests of the Diocese of Spokane, by and through the Presbyteral Council of the Diocese of Spokane. It supersedes any previous agreement, by the date of its signing by the Bishop and the chair of the Presbyteral Council.

The Fidelity Retirement Plan and Trust Agreement
Retirement Plan Agreement • March 24th, 2015 • Massachusetts
Community College of Philadelphia Retirement Plan Agreement for Salary Reduction under Section 403(b)
Retirement Plan Agreement • August 20th, 2013

Employee contributions must not exceed the statutory limitation under IRC Section 415 or Section 402(g), whichever is less, which the Employee will allocate among the funding vehicles approved by the College. This Agreement shall be legally binding and irrevocable for both the Institution and the Employee while employment continues. However, either party may terminate or otherwise modify this Agreement as of the end of month or pay period by giving written notice so that this Agreement will not apply to salary subsequently paid.

Community College of Philadelphia Retirement Plan Agreement for Salary Reduction under Section 403(b)
Retirement Plan Agreement • November 16th, 2015

Employee contributions must not exceed the statutory limitation under IRC Section 415 or Section 402(g), whichever is less, which the Employee will allocate among the funding vehicles approved by the College. This Agreement shall be legally binding and irrevocable for both the Institution and the Employee while employment continues. However, either party may terminate or otherwise modify this Agreement as of the end of month or pay period by giving written notice so that this Agreement will not apply to salary subsequently paid.

PRIEST RETIREMENT PLAN
Retirement Plan Agreement • October 11th, 2005

This agreement is made and entered into by and between the CATHOLIC BISHOP OF SPOKANE, a corporation sole, and the priests of the Diocese of Spokane, by and through the Presbyteral Council of the Diocese of Spokane.

RETIREMENT PLAN AGREEMENT
Retirement Plan Agreement • September 28th, 2012 • Bragg Capital Trust • Wisconsin

THIS AGREEMENT is made this 28 day of November, 2011, by and between UMB BANK, N.A., a national banking association, having its principal office and place of business at 1010 Grand Avenue, Kansas City, Missouri 64141 (the “Bank”), UMB FUND SERVICES, INC., a Wisconsin corporation, having its principal office and place of business at 803 West Michigan Street, Milwaukee, Wisconsin 53233 (“UMBFS”), and BRAGG CAPITAL TRUST, having its principal office and place of business at 1031 South Caldwell Street, Suite 200, Charlotte, North Carolina 28203 (“Fund”).

WITNESSETH:
Retirement Plan Agreement • December 23rd, 1996 • South Street Financial Corp • Savings institutions, not federally chartered
UNION COLLEGE RETIREMENT PLAN
Retirement Plan Agreement • June 13th, 2018
Hampshire College Retirement Plan and Supplemental Retirement Annuity Election Form Agreement For Salary Reduction Under Section 403(b)
Retirement Plan Agreement • October 28th, 2014

This Agreement shall be legally binding and irrevocable for both the Institution and the Employee while employment continues. However, either party may terminate or otherwise modify this Agreement as of the end of any month (or pay period, if applicable) by giving at least thirty days written notice so that this Agreement will not apply to salary subsequently paid.

Community College of Philadelphia Retirement Plan Agreement for Salary Reduction under Section 403(b
Retirement Plan Agreement • November 19th, 2019

Employee contributions must not exceed the statutory limitation under IRC Section 415 or Section 402(g), whichever is less, which the Employee will allocate among the funding vehicles approved by the College. This Agreement shall be legally binding and irrevocable for both the Institution and the Employee while employment continues. However, either party may terminate or otherwise modify this Agreement as of the end of month or pay period by giving written notice so that this Agreement will not apply to salary subsequently paid.

OAKLAND UNIVERSITY RETIREMENT PLAN AGREEMENT
Retirement Plan Agreement • December 5th, 2008

The parties agree that beginning with the pay date of , the University contribution to a retirement plan vendor for retirement participation purposes shall be as indicated below:

Community College of Philadelphia Retirement Plan Agreement for Salary Reduction under Section 403(b)
Retirement Plan Agreement • January 9th, 2014

Employee contributions must not exceed the statutory limitation under IRC Section 415 or Section 402(g), whichever is less, which the Employee will allocate among the funding vehicles approved by the College. This Agreement shall be legally binding and irrevocable for both the Institution and the Employee while employment continues. However, either party may terminate or otherwise modify this Agreement as of the end of month or pay period by giving written notice so that this Agreement will not apply to salary subsequently paid.

Community College of Philadelphia Retirement Plan Agreement for Salary Reduction under Section 403(b)
Retirement Plan Agreement • August 6th, 2020

Employee contributions must not exceed the statutory limitation under IRC Section 415 or Section 402(g), whichever is less, which the Employee will allocate among the funding vehicles approved by the College. This Agreement shall be legally binding and irrevocable for both the Institution and the Employee while employment continues. However, either party may terminate or otherwise modify this Agreement as of the end of month or pay period by giving written notice so that this Agreement will not apply to salary subsequently paid.

Community College of Philadelphia Retirement Plan Agreement for Salary Reduction under Section 403(b)
Retirement Plan Agreement • August 6th, 2020

Employee contributions must not exceed the statutory limitation under IRC Section 415 or Section 402(g), whichever is less, which the Employee will allocate among the funding vehicles approved by the College. This Agreement shall be legally binding and irrevocable for both the Institution and the Employee while employment continues. However, either party may terminate or otherwise modify this Agreement as of the end of month or pay period by giving written notice so that this Agreement will not apply to salary subsequently paid.

Contract
Retirement Plan Agreement • August 16th, 2018
PREFACE 1
Retirement Plan Agreement • January 9th, 2017

- if the Member had elected to invest in the Equity Fund, an amount equal to the market value of the units held to the Member's credit by The Great West Life Assurance Company on August 31, 1973.

Community College of Philadelphia Retirement Plan Agreement for Salary Reduction under Section 403(b)
Retirement Plan Agreement • April 1st, 2016

Employee contributions must not exceed the statutory limitation under IRC Section 415 or Section 402(g), whichever is less, which the Employee will allocate among the funding vehicles approved by the College. This Agreement shall be legally binding and irrevocable for both the Institution and the Employee while employment continues. However, either party may terminate or otherwise modify this Agreement as of the end of month or pay period by giving written notice so that this Agreement will not apply to salary subsequently paid.

UNIVERSITY OF DAYTON RETIREMENT PLAN AGREEMENT FOR SALARY REDUCTION/DEDUCTION
Retirement Plan Agreement • July 5th, 2013

Effective with the pay date, I authorize the University of Dayton to deduct a total of % of base pay as a salary reduction/deduction amount and contribute it on my behalf to the funding vehicle(s) of my choice (approved by the University of Dayton) indicated below. I understand that the total contribution may not exceed the statutory limitation under Section 415 or Section 402(g) of the Internal Revenue Code, whichever is less. For employees age 50 and over, this amount will include any additional catch up contributions permitted under IRC 414(v).

UNIVERSITY OF DAYTON RETIREMENT PLAN AGREEMENT FOR SALARY REDUCTION/DEDUCTION
Retirement Plan Agreement • April 3rd, 2018

% of base pay as a salary reduction/deduction amount and contribute it on my behalf to the funding vehicle(s) of my choice (approved by the University of Dayton) indicated below. I understand that the total contribution may not exceed the statutory limitation under Section 415 or Section 402(g) of the Internal Revenue Code, whichever is less. For employees age 50 and over, this amount will include any additional catch up contributions permitted under IRC 414(v).

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Community College of Philadelphia Retirement Plan Agreement for Salary Reduction under Section 403(b)
Retirement Plan Agreement • February 19th, 2014

Employee contributions must not exceed the statutory limitation under IRC Section 415 or Section 402(g), whichever is less, which the Employee will allocate among the funding vehicles approved by the College. This Agreement shall be legally binding and irrevocable for both the Institution and the Employee while employment continues. However, either party may terminate or otherwise modify this Agreement as of the end of month or pay period by giving written notice so that this Agreement will not apply to salary subsequently paid.

OAKLAND UNIVERSITY RETIREMENT PLAN AGREEMENT
Retirement Plan Agreement • April 5th, 2019

The parties agree that beginning with the pay date of , the University contribution to a retirement plan vendor for retirement participation purposes shall be as indicated below:

RETIREMENT PLAN AGREEMENT
Retirement Plan Agreement • February 29th, 2008 • Westport Funds • Wisconsin

THIS AGREEMENT is made this 19th day of October, 2007, by and between UMB BANK, N.A., a national banking association, having its principal office and place of business at 1010 Grand Avenue, Kansas City, Missouri 64141 (the “Bank”), UMB FUND SERVICES, INC., a Wisconsin corporation, having its principal office and place of business at 803 West Michigan Street, Suite A, Milwaukee, Wisconsin 53233 (“UMBFS”), and The Westport Funds, a Delaware statutory trust, having its principal office and place of business at 253 Riverside Avenue, Westport, Connecticut 06880 (“Fund”).

UNIVERSITY OF DAYTON RETIREMENT PLAN AGREEMENT FOR SALARY REDUCTION/DEDUCTION
Retirement Plan Agreement • September 13th, 2018

% of base pay as a salary reduction/deduction amount and contribute it on my behalf to the funding vehicle(s) of my choice (approved by the University of Dayton) indicated below. I understand that the total contribution may not exceed the statutory limitation under Section 415 or Section 402(g) of the Internal Revenue Code, whichever is less. For employees age 50 and over, this amount will include any additional catch up contributions permitted under IRC 414(v).

Key Terms
Retirement Plan Agreement • August 28th, 2009

Annuity: A contract sold by an insurance company that pays a monthly, quarterly, semiannual, or annual income benefit for the life of the annuitant or other specified period of time.

Community College of Philadelphia Retirement Plan Agreement for Salary Reduction under Section 403(b)
Retirement Plan Agreement • December 11th, 2014

Employee contributions must not exceed the statutory limitation under IRC Section 415 or Section 402(g), whichever is less, which the Employee will allocate among the funding vehicles approved by the College. This Agreement shall be legally binding and irrevocable for both the Institution and the Employee while employment continues. However, either party may terminate or otherwise modify this Agreement as of the end of month or pay period by giving written notice so that this Agreement will not apply to salary subsequently paid.

Community College of Philadelphia Retirement Plan Agreement for Salary Reduction under Section 403(b)
Retirement Plan Agreement • August 6th, 2020

Employee contributions must not exceed the statutory limitation under IRC Section 415 or Section 402(g), whichever is less, which the Employee will allocate among the funding vehicles approved by the College. This Agreement shall be legally binding and irrevocable for both the Institution and the Employee while employment continues. However, either party may terminate or otherwise modify this Agreement as of the end of month or pay period by giving written notice so that this Agreement will not apply to salary subsequently paid.

OAKLAND UNIVERSITY RETIREMENT PLAN AGREEMENT
Retirement Plan Agreement • December 5th, 2008

The parties agree that beginning with the pay date of , the University contribution to a retirement plan vendor for retirement participation purposes shall be as indicated below:

IU 18/20 RETIREMENT PLAN
Retirement Plan Agreement • June 25th, 2021

Complete the first section only then return to IU Human Resources at the email or address listed below. Visit hr.iu.edu/benefits/1820/index. html for plan documents and provisions. For questions contact us at askhr@iu.edu or (812) 856-1234.

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