R E T I R E M E N T P L A NRetirement Plan Consulting Agreement • August 25th, 2023 • Georgia
✔New Agreement Update to Existing AgreementRetirement Plan Consulting Agreement • March 19th, 2007
THIS AGREEMENT (“Agreement”), including all Schedules and Addenda, which are hereby expressly incorporated herein, shall be effective as of the date accepted by Commonwealth, which acceptance may be in electronic form, and is made between the undersigned: (i) the Plan Sponsor on behalf of a retirement plan (“Plan”), tax-qualified under Section 401(a), et. seq. or 403(b) of the Internal Revenue Code of 1986, as amended, described in the Plan Sponsor
Qualified Retirement Plan Consulting ERISA 408(b)(2) Disclosure StatementRetirement Plan Consulting Agreement • June 30th, 2013
SST Benefits Consulting & Insurance Services, Inc. (“Advisor”), a registered investment advisor, and the County of Tulare, California (“Client”), a retirement plan sponsor, have entered into a Retirement Plan Consulting Agreement (“Agreement”). The purpose of this disclosure statement is to comply with the Department of Labor’s ERISA 408(b)(2) disclosure requirements.
RETIREMENT PLAN CONSULTING AGREEMENT (RPCA)Retirement Plan Consulting Agreement • July 18th, 2022
By this Agreement, Client retains Coordinated Capital Securities, Inc., hereinafter referred to as “CCS”, a SEC registered investment adviser to provide retirement plan consulting services on a non‐discretionary basis, to Client. This Agreement and Schedule A of this Agreement sets forth the terms and conditions that apply to Client’s participation in the Retirement Plan Consulting non‐discretionary investment advisory program (“Program Account”) and the advisory services provided by the CCS Registered Investment Advisor Representative, or its agent, as designated on Schedule A of this Agreement (hereafter “Financial Professional”).
ONGOING RETIREMENT PLAN CONSULTING AGREEMENT BETWEEN CITY OF SOUTH SIOUX CITY ANDRetirement Plan Consulting Agreement • March 25th, 2022
This Agreement is made as of April 1, 2022 (the "Effective Date"), between Gallagher Fiduciary Advisors, LLC, 1667 K Street, NW, Suite 1270, Washington, D.C., 20006, a Delaware limited liability company ("Gallagher”), City of South Sioux City (the “Company”), and the City of South Sioux City, Nebraska - Money Purchase Plan (the "Plan"), through Plan Committee [Named Fiduciary] (the "NF").
RETIREMENT PLAN CONSULTING PROGRAM (RPCP) CONSULTING AGREEMENTRetirement Plan Consulting Agreement • March 30th, 2016 • Massachusetts
This Retirement Plan Consulting Program Agreement (“Agreement”) by and among the plan sponsor (“Client”) identified in Schedule A to this Agreement (“Schedule A”), LPL Financial LLC (“LPL”), a registered investment advisor under the Investment Advisers Act of 1940, as amended (the “Act”), and the LPL investment advisor representative indicated in Schedule A (“Advisor Representative” or “IAR”). This Agreement when executed shall be effective as of the date set out in Schedule A.
