Plan Client definition

Plan Client is defined in Section 3.1.13 of this Agreement.
Sample 1
Plan Client defined in Section 3.1.8(b)(i).
Sample 1
Plan Client means any client with respect to an Advisory Account that is either (a) an employee benefits plan subject to the fiduciary responsibility provisions of ERISA or (b) a “plan” subject to Section 4975 of the Code, in each case, to which the Seller or any of its Affiliates acts as a fiduciary pursuant to Section 3(21) of ERISA and/or Section 4975 of the Code. 114399-0014/143865664.11
Sample 1

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 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.

  • 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).

  • Note that you must complete a separate certification of investment powers for each Retirement Plan Client account registration.

  • If an Account is established on behalf of a plan subject to the provisions of the Employee Retirement Income Security Act of 1974 (“ERISA”) (the “Plan”), as the person(s) executing this Program Agreement on behalf of the Plan, Client hereby represents that they are a “Named Fiduciary” as that term is contemplated by ERISA, with respect to the control or management of the assets of the Plan, and that Client is empowered and has the authority to appoint RJA as a service provider for the Plan.

  • 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.

  • 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.

  • Investment Plan Client No.: Title: Surname / Registered Name: Identity / Passport No.: First Names: Date of birth: Home Tel No.: Fax No.: E-mail Address: Office Tel.


More Definitions of Plan Client

Plan Client has the meaning set forth in Section 3.02(s)(1).
Sample 1
Plan Client shall have the meaning set forth in Section 4.31(a).
Sample 1

Related to Plan Client

  • End Client means the end client (if any) in respect of the project in connection with which the Supplier is providing its Services as a sub-contractor;

  • Payroll card means a record that evidences a

  • Education program means any program that is principally engaged in the provision of education, including, but not limited to, early childhood education, elementary and secondary education, postsecondary education, special education, job training, career and technical education, and adult education, and any program that is administered by an educational agency or institution.

  • Retail Client means a client who is not a professional client;

  • Child Care Program means a person or business that offers child care.

  • The Client means the organization purchasing the service.

  • Pharmacy benefits management means the administration or management of prescription drug

  • Educational program means a program for educating and preparing physician assistants which is approved by the board.

  • Health plan or "health benefit plan" means any policy,

  • Client means the Project lead of technical wing of the Purchaser for whose’ particular project the Goods / Services have been procured or any other person, duly appointed in writing, by the Client, for the time being or from time to time, to act as Client for the purposes of the Contract.

  • NCR means NCR Corporation.

  • Non-Administrator Hospital means a Hospital that does not meet the definition of an Administrator Hospital.

  • Pharmacy benefits manager means a person that performs pharmacy benefits management.

  • School-sponsored media means all student media that are:

  • Advisory Client means any client (including both investment companies and managed accounts) for which Invesco serves as an investment adviser, renders investment advice, or makes investment decisions.

  • Medical cannabis card means the same as that term is defined in Section 26-61a-102.

  • Qualifying Educational Program means a program at a post-secondary school level of not less than three consecutive weeks duration that requires each student taking the program to spend not less than 10 hours per week on courses or work in that program.

  • School climate means the quality and character of school life with a particular focus on the quality of the relationships within the school community between and among students and adults.

  • aepaccmeצc means the department of public health.

  • CMS means the Centers for Medicare and Medicaid Services.

  • Education service provider means an education management organization, school

  • Non-Administrator Coordinated Home Care Program means a Coordinated Home Care Program which does not have an agreement with the Claim Administrator or a Blue Cross Plan but has been certified as a home health agency in accordance with the guidelines established by Medicare.

  • Home health aide services means the personal care and maintenance activities provided to individuals for the purpose of promoting normal standards of health and hygiene.

  • Emergency medical care provider means an individual who has been trained to provide emergency and nonemergency medical care at the first responder, EMT-basic, EMT-intermediate, EMT-paramedic, paramedic specialist or other certification levels recognized by the department before 1984 and who has been issued a certificate by the department.

  • Professional Client means a client meeting the criteria laid down in Annex II;

  • Educational data means data maintained by the school district which relates to a student.