Retirement Plan Consulting Program Sample Contracts

RETIREMENT PLAN CONSULTING PROGRAM (RPCP) CONSULTING AGREEMENT
Retirement Plan Consulting Program • 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.

AutoNDA by SimpleDocs
Time is Money Join Law Insider Premium to draft better contracts faster.