Retirement Plan Document Fees Sample Clauses

Retirement Plan Document Fees. The Transfer Agent shall provide the Funds with prototype documents and related updates in compliance with all applicable provisions of the Internal Revenue Code and related regulations: $500 per year - XXX - Traditional (includes SEP) $500 per year - XXX - Xxxx $500 per year - XXX - Simple $500 per year - Xxxxxxxxx ESA (formerly known as the Education XXX) $750 per year - Non ERISA 403(b)(7) (for salary reduction contributions only) $750 per year - Money Purchase (multi participant / flexible plan documents) $750 per year - Profit Sharing (multi participant / flexible plan documents) $750 per year - EZk (developed for a single participant/Owner Only with income below $160,000)
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Retirement Plan Document Fees. The Transfer Agent shall provide the Funds with prototype documents and related updates in compliance with all applicable provisions of the Internal Revenue Code and related regulations: $500 per year - XXX - Traditional (includes SEP) $500 per year - XXX - Xxxx $500 per year - XXX - Simple $500 per year - Xxxxxxxxx ESA (formerly known as the Education XXX) $750 per year - Non ERISA 403(b)(7) (for salary reduction contributions only) $750 per year - Money Purchase (multi participant / flexible plan documents) $750 per year - Profit Sharing (multi participant / flexible plan documents) $750 per year - EZk (developed for a single participant/Owner Only with income below $160,000) Except with respect to fees for DCXchange(R) services, the Transfer Agent will provide an invoice for the fees described in this Schedule A as soon as practicable after the end of each calendar month. The Fund agrees to pay to the Transfer Agent the amounts so billed by Federal Funds Wire within thirty (30) business days after the Fund's receipt of the invoice. In addition, with respect to all fees, the Transfer Agent may charge a service fee equal to the lesser of (i) one and one half percent (1-1/2%) per month or (ii) the highest rate legally permitted on any past due invoiced amounts. Dated: June 13, 2003 Schedule B OUT-OF-POCKET EXPENSES Each Fund shall reimburse the Transfer Agent monthly for applicable out-of-pocket expenses, including, but not limited to the following items: . Postage (bulk, pre-sort, ZIP+4, bar coding, first class) direct pass through to the Fund . Telephone and telecommunication costs, including all lease, maintenance and line costs . Proxy solicitations, mailings and tabulations . Shipping, Certified and Overnight mail and insurance . Terminals, communication lines, printers and other equipment and any expenses incurred in connection with such terminals and lines . Duplicating services . Distribution and Redemption Check Issuance . Courier services . Federal Reserve charges for check clearance . Overtime, as approved by the Fund . Temporary staff, as approved by the Fund . Travel and entertainment, as approved by the Fund . Record retention, retrieval and destruction costs, including, but not limited to exit fees charged by third party recordkeeping vendors . Third party audit reviews . Insurance Each Fund agrees that postage and mailing expenses will be paid on the day of or prior to mailing as agreed with the Transfer Agent. In addition, each Fund will p...
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Related to Retirement Plan Document Fees

  • SERP Executive is a participant in the BB&T Corporation Non-Qualified Defined Benefit Plan (the “SERP”). The SERP was formerly known as the Branch Banking and Trust Company Supplemental Executive Retirement Plan. The SERP is a non-qualified, unfunded supplemental retirement plan which provides benefits to or on behalf of selected key management employees. The benefits provided under the SERP supplement the retirement and survivor benefits payable from the Pension Plan. Except in the event the employment of Executive is terminated by the Employer or BB&T for Just Cause and except in the event Executive terminates Executive’s employment for any reason other than Good Reason and such termination does not occur within twelve (12) months after a Change of Control (or, if later, within ninety (90) days after a MOE Revocation), the following special provisions shall apply for purposes of this Agreement:

  • Deferred Compensation Account All Participant Deferral Credits and Employer Credits shall be credited to the Deferred Compensation Account of the Participant as provided in Section 8.

  • Retirement Plans In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRAs and XXXX individual retirement accounts (“XXX Plans”), 403(b) Plans and money purchase and profit sharing plans (collectively, the “Retirement Plans”) within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “Code”) sponsored by a Fund for which contributions of the Fund’s shareholders (the “Participants”) are invested solely in Shares of the Fund, JHSS shall provide the following administrative services:

  • Supplemental Retirement Benefits The terms and conditions for the payment of supplemental retirement benefits are set forth in a separate written agreement between the parties.

  • Retirement Savings Plan Within fifteen (15) days after the date of Termination of Employment, the Company shall pay to Employee a cash payment in an amount, if any, necessary to compensate Employee for the Employee’s unvested interests under the Company’s retirement savings plan which are forfeited by Employee in connection with the Termination of Employment.

  • Post-Retirement Benefits The present value of the expected cost of post-retirement medical and insurance benefits payable by the Borrower and its Subsidiaries to its employees and former employees, as estimated by the Borrower in accordance with procedures and assumptions deemed reasonable by the Required Lenders is zero.

  • Supplemental Retirement Benefit In addition to the foregoing, Executive shall be eligible to participate in the Supplemental Executive Retirement Plan maintained by Cleco Utility Group Inc. or such other supplemental retirement benefit plans which the Company or its Affiliates may adopt, from time to time, for similarly situated executives (the "Supplemental Plan").

  • Supplemental Retirement Plan During the Contract Period, if the Executive was entitled to benefits under any supplemental retirement plan prior to the Change in Control, the Executive shall be entitled to continued benefits under such plan after the Change in Control and such plan may not be modified to reduce or eliminate such benefits during the Contract Period.

  • Retirement Benefits Due to either investment or employment during the marriage, either the Husband or Wife: (check one) ☐ - DO NOT have retirement plans. ☐ - HAVE retirement plans. The Couple has the following retirement plans: (“Retirement Plans”). Upon signing this Agreement, the Retirement Plans shall be owned by: (check one) ☐ - Husband ☐ - Wife ☐ - Both Spouses ☐ - Other. .

  • Retirement Plan Employee shall participate, after meeting eligibility requirements, in any qualified retirement plans and/or welfare plans maintained by the Company during the term of this Agreement.

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