Retirement Plan Services Sample Clauses

Retirement Plan Services. CISC shall provide sub- accounting services for retirement plan shareholders representing group relationships with special recordkeeping needs.
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Retirement Plan Services. LFS shall provide sub-accounting services ------------------------ for retirement plan shareholders representing group relationships with special recordkeeping needs.
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Retirement Plan Services. ‌ Fees for the Retirement Plan Services are negotiable, based solely on our discretion, and vary based upon the nature, scope and frequency of our services as well as the size and complexity of the plan. A general description of the different types of fees for Retirement Plan Services appears in the fee schedule below: Fee Type Asset-Based Fees (Plan-Level)* Investment Fiduciary & Retirement Plan Consulting Services Not to exceed 1.00% Remote Investment Fiduciary & Retirement Plan Consulting Services Not to exceed .50% Flat Fee Negotiable Project Fee Negotiable *Depending upon the capabilities of the plan’s record keeper or custodian and the preferences of each plan sponsor, we may offer to manage model asset allocation portfolios for plan participants. We typically charge a quarterly fee of up to 0.10 percent for this service, and such fees are deducted from such participants’ individual accounts by the plan’s record keeper or custodian and paid directly to Creative Planning. Depending upon the capabilities and requirements of the plan’s record keeper or custodian, we may collect our fees in arrears or in advance. In some cases, plan sponsors instruct the plan’s record keeper or custodian to automatically deduct our plan-level fees from the plan account(s); however, plan sponsors may also request that we send invoices directly to the plan sponsor or the record keeper/custodian. Plans receiving Retirement Plan Services may pay more than or less than a client might otherwise pay if purchasing the Retirement Plan Services separately or through another service provider. There are several factors that determine whether the costs would be more or less, including, but not limited to, the size of the plan, the specific investments made by the plan, the number of or locations of plan participants, the services being offered by another service provider, and the actual costs of Retirement Plan Services purchased elsewhere. Considering the specific Retirement Plan Services, we offer, our fees may be more or less than those of other similar service providers. In determining the value of the plan account for purposes of calculating any asset-based fees, we will rely upon the valuation of assets provided by the plan sponsor or the plan’s custodian or record keeper without independent verification. Unless we agree otherwise, no adjustments or refunds will be made in respect of any period for: (i) appreciation or depreciation in the value of the plan account during that p...
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Retirement Plan Services. CFS shall provide sub-accounting services for retirement plan shareholders representing group relationships with special recordkeeping needs.
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Retirement Plan Services. A. Fund sponsored IRAs offered using Semper Trust Company as custodian. Services include: 1. Contribution processing 2. Distribution processing 3. Apply rollover transactions 4. Process Transfer of Assets 5. Letters of Acceptance to prior custodians 6. Notify XXX holders of 70 1/2 requirements 7. Calculate Required Minimum Distributions (RMD) 8. Maintain beneficiary information file 9. Solicit birth date information
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Retirement Plan Services. 1. Fund sponsored IRAs offered using Semper Trust Company as custodian. Services include:
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Retirement Plan Services. (i) During the term of this Agreement, Ceridian will provide the services described on Annex Retirement Plan (i) to USI for the price described in Section 2(c). In connection with providing such services, Ceridian shall, at its expense and prior to conversion, implement interfaces between Ceridian's Trustmark system and the DC Exchange ("DCX") trading platform currently used by USI, which provide substantially equivalent functionality and ease of administration as the interfaces currently used by USI between the Wystar system and DCX. In providing such services, Ceridian shall, for trustee and custodial services, use Xxxxx Bank or such other bank as the parties may from time to time mutually agree.
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Retirement Plan Services. The Transfer Agent shall provide sub-accounting services for retirement plan shareholders representing group relationships with special recordkeeping needs.
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Related to Retirement Plan Services

  • Covered Benefits and Services The Contractor shall provide to its Hoosier Healthwise members, at a minimum, all benefits and services deemed “medically reasonable and necessary” and covered by the IHCP, and included in the Indiana Administrative Code and under the Contract with the State. A covered service is considered medically necessary if it meets the definition as set forth in 405 IAC 5-2-17. The Contractor shall deliver covered services sufficient in amount, duration or scope to reasonably expect that provision of such services would achieve the purpose of the furnished services. Costs for these services are the basis of the Contractor’s capitation rate and are, therefore, the responsibility of the Contractor. Coverage may not be arbitrarily denied or reduced and is subject to certain limitations in accordance with CFR 438.210(a)(4), which specifies when Contractors may place appropriate limits on services:  On the basis of criteria applied under the State plan, such as medical necessity; or  For the purpose of utilization control, provided the services furnished are sufficient in amount, duration or scope to reasonably be expected to achieve the purpose for which the services are furnished.

  • Oregon Public Service Retirement Plan Pension Program Members For purposes of this Section 2, “employee” means an employee who is employed by the State on or after August 29, 2003 and who is not eligible to receive benefits under ORS Chapter 238 for service with the State pursuant to Section 2 of Chapter 733, Oregon Laws 2003.

  • Incentive, Savings and Retirement Plans During the Employment Period, the Executive shall be entitled to participate in all incentive, savings and retirement plans, practices, policies and programs applicable generally to other peer executives of the Company and its affiliated companies, but in no event shall such plans, practices, policies and programs provide the Executive with incentive opportunities (measured with respect to both regular and special incentive opportunities, to the extent, if any, that such distinction is applicable), savings opportunities and retirement benefit opportunities, in each case, less favorable, in the aggregate, than the most favorable of those provided by the Company and its affiliated companies for the Executive under such plans, practices, policies and programs as in effect at any time during the 120-day period immediately preceding the Effective Date or if more favorable to the Executive, those provided generally at any time after the Effective Date to other peer executives of the Company and its affiliated companies.

  • Services and Compensation Consultant agrees to perform for the Company the services described in Exhibit A (the “Services”), and the Company agrees to pay Consultant the compensation described in Exhibit A for Consultant’s performance of the Services.

  • 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.

  • Developer Compensation for Emergency Services If, during an Emergency State, the Developer provides services at the request or direction of the NYISO or Connecting Transmission Owner, the Developer will be compensated for such services in accordance with the NYISO Services Tariff.

  • Financial Services Compensation Scheme We are a participant in the Financial Services Compensation Scheme (the “FSCS”). As a retail client you may be eligible to claim compensation from the FSCS in certain circumstances if we, any approved bank, our nominee company or eligible custodian are in default. Most types of investment business are covered in full for the first £85,000 of any eligible claim. Not every investor is eligible to claim under this scheme: for further information please contact us, or the FSCS directly at xxx.xxxx.xxx.xx.

  • REGISTERED RETIREMENT SAVINGS PLAN 1. In this Article:

  • Continuity of Services A. The Contractor recognizes that the service(s) to be performed under this Contract are vital to the State and must be continued without interruption and that, upon Contract expiration, a successor, either the State or another contractor, may continue them. The Contractor agrees to:

  • Compensation for Basic Services A. Owner shall make payment for Part I and Part II services monthly. The payments shall be in proportion to the progress of Architect's work. Final payment for each phase shall become due and payable upon completion and approval by Owner of that phase of Architect's work.

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