BETWEEN T. ROWE PRICE RETIREMENT PLAN SERVICES, INC.Retirement Plan Services Agreement • February 28th, 2002 • T Rowe Price Us Bond Index Fund Inc • Maryland
Retirement plan services agreementRetirement Plan Services Agreement • April 20th, 2017 • Missouri
This Retirement Plan Services Agreement (“Agreement”) is made and entered into by American Century Services, LLC (“American Century”), a Delaware Limited Liability Company, and the Employer designated on the completed Retirement Plan Services Application (“RPSA”).
ContractRetirement Plan Services Agreement • October 28th, 2010
ACTION ITEM: Retirement Plan Services Agreement with Milliman, Inc. to provide record keeping and related services regarding the Municipal Employees Pension Plan.
ContractRetirement Plan Services Agreement • July 12th, 2017 • Florida
This agreement (“Agreement”) is entered into by and between Transamerica Financial Advisors, Inc., a registered broker-dealer and a registered investment advisor (“TFA”, unless distinguishing its capacity as Broker-Dealer only, “TFA BD”, or as Registered Investment Advisor only, “TFA RIA”) and (“Client”). Intending to be legally bound, Client and TFA agree as follows:
RETIREMENT PLAN SERVICES AGREEMENTRetirement Plan Services Agreement • July 17th, 2019 • Connecticut
This Agreement is made and entered into this 28th day of May, 2019, by and among the City of Hartford, CT (the “Plan Sponsor”) and Voya Retirement Insurance and Annuity Company (“VRIAC”), a corporation organized and existing under the laws of the State of Connecticut and Voya Financial Partners, LLC a limited liability company organized and existing under the laws of the State of Delaware and registered as a broker-dealer under the federal securities laws (the “Broker- Dealer”). VRIAC and the Broker-Dealer are hereinafter collectively called the “Contractor”. This Agreement governs the services the Contractor will provide to the City of Hartford Deferred Compensation Plan (the “457(b) Plan”), the Hartford Public Schools 403(b) Retirement Plan (the “403(b) Plan”), and unless specified otherwise, will collectively be referred to herein as the “Plan”. This Agreement is separate and apart from any other contract issued to the Plan or Plan Sponsor by VRIAC, including any group annuity contr
Edward Jones Retirement Plan Services AgreementRetirement Plan Services Agreement • March 8th, 2021 • Missouri
This Retirement Plan Services Agreement (the “Agreement”) constitutes a binding investment advisory contract between Edward D. Jones & Co., L.P. (“Edward Jones”) and the plan sponsor (the “Plan Sponsor”) of the employee benefit plan subject to the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), named herein (the “Plan”) in order to retain Edward Jones to provide the services described in this Agreement. The effective date (“Effective Date”) of this Agreement is when Edward Jones accepts your signed Agreement. Edward Jones will not accept the Agreement unless the Plan Sponsor appoints an Edward Jones-approved platform provider (“Platform Provider”) and Independent Investment Fiduciary (defined below) in conformity with the requirements of Appendix A(1) or Appendix B(1), as applicable.
Edward Jones Retirement Plan Services AgreementRetirement Plan Services Agreement • September 7th, 2021
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Retirement Plan Services AgreementRetirement Plan Services Agreement • September 14th, 2007 • Kansas
This Retirement Plan Services Agreement ( “RPSA” or “Agreement”), effective as of the RPSA Effective Date, describes the engagement of Milliman, Inc. ("Milliman") by the City of Overland Park, Kansas ("City/Employer"), a city organized and existing under the laws of the State of Kansas with an office at 8500 Santa Fe Drive, Overland Park, Kansas 66212-2866, sponsor of the Overland Park, Kansas, Municipal Employees Pension Plan and Trust Agreement (“Plan”), a participant directed money purchase pension plan created for the benefit of City employees, to provide services as described herein. While Milliman serves at the pleasure of the City, the services provided pursuant to this Agreement are subject to and strictly limited by the provisions contained in this Agreement. Under no circumstances is the engagement of Milliman intended to relieve the City/Employer, the Plan Administrator and/or the Trustee of their applicable respective fiduciary and other responsibilities under the Internal
Edward Jones Retirement Plan Services AgreementRetirement Plan Services Agreement • August 1st, 2021
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