Examples of Plan Client in a sentence
If Client is an ERISA Plan, Client shall obtain and maintain during the term of this Agreement any bond required by ERISA or other applicable law with respect to fiduciaries and shall include LPL within the coverage of such bond.
If Client is an ERISA Plan, Client additionally represents and warrants that the person executing and delivering this Agreement on behalf of Client is a “named fiduciary” (as defined under ERISA) who has power under the ERISA Plan to appoint LPL and IAR to provide the services under this Agreement.
On the first day of each Trading Window during the Term of the Trading Plan, Client and the other Participating Persons hereby instruct Broker to enter the orders set forth below.
If Client’s account(s) contains only a part of the assets of the Plan, Client understands that Adviser will have no responsibility for the diversification of all of the Plan’s investments and that Adviser will have no duty, responsibility or liability for Client’s assets that are not in the account(s).
If Client is the named fiduciary of a Plan, Client hereby represents that the Plan instrument either states that the Plan’s investment managers will vote proxies or is silent with respect to the voting of proxies.
LLC Municipal Cooperative Health Benefit Plan Client paid claim trends models for medical and pharmacy claims produce an average annual cost increase of 3.321% and 6.378%, respectively.
Client and Fry shall then negotiate in good faith to agree upon a final plan for such period and upon execution by each party of such plan and the Specifications, Deliverables (each as defined below), terms and conditions thereof shall become an exhibit to this Agreement and incorporated herein as the "Annual Plan." In addition to the Annual Plan, Client may request additional services from Fry and Fry shall provide such additional services as set forth in this Agreement.
Note that you must complete a separate certification of investment powers for each Retirement Plan Client account registration.
Unless otherwise agreed to by the Parties in a Project Brief or Annual Plan, Client shall pay to Fry all fees for Additional Services on a time and materials basis as invoiced by Fry.
Client represents and warrants that as of the time of execution of this Purchase Plan, Client: (a) is not aware of material, nonpublic information with respect to the Issuer or any securities of the Issuer (including the Stock) and, (b) is entering into this Purchase Plan in good faith and not as part of a plan or scheme to evade the prohibitions of Rule 10b5-1 under the Exchange Act or other applicable securities laws.