Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s and XXXX individual retirement accounts (“XXX Plans”), 403(b) Plans and money purchase and profit sharing plans (“Qualified Plans”) (collectively, the “Retirement Plans”) within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “Code”) sponsored by the Fund for which contributions of the Fund’s shareholders (the “Participants”) are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 6 contracts
Samples: Transfer Agency Services Agreement (Roxbury Funds), Transfer Agency Agreement (Blackrock Bond Allocation Target Shares), Transfer Agency Agreement (Blackrock Funds)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s and XXXX RXXX individual retirement accounts (“XXX IXX Plans”), 403(b) Plans and money purchase and profit sharing plans (“Qualified Plans”) (collectively, the “Retirement Plans”) within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “Code”) sponsored by the a Fund for which contributions of the Fund’s shareholders (the “Participants”) are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 5 contracts
Samples: Transfer Agency Services Agreement (Elfun Global Fund), Transfer Agency Services Agreement (Ge Lifestyle Funds), Transfer Agency Services Agreement (Ge Investment Funds Inc)
Retirement Plans. (i) In connection with the individual retirement accountsaccount, simplified employee pension plansplan, rollover individual retirement plansplan, educational IRA’s XXX, Simple XXX and XXXX individual retirement accounts (“XXX Plans”), 403(b) Plans and money purchase and profit sharing plans (“Qualified Plans”) (collectively, the “Retirement Plans”) account within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored and the Plans described under Section 403(b) of the Code (each hereinafter referred to as an "XXX" and, collectively, the "IRAs") offered by the Fund for which contributions of the Fund’s Funds' shareholders (the “"Participants”") in the IRA's are invested solely in Shares shares of the Fund, PFPC shall provide the following administrative servicesservices in addition to those services described herein:
Appears in 3 contracts
Samples: Transfer Agency and Services Agreement (Domini Institutional Trust), Transfer Agency and Services Agreement (Domini Advisor Trust), Transfer Agency and Services Agreement (Domini Social Investment Trust)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX individual retirement accounts (“"XXX Plans”"), 403(b) Plans and money purchase and profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund Trust for which contributions of the Fund’s Trust's shareholders (the “"Participants”") are invested solely in Shares of the FundTrust, PFPC shall provide the following administrative services:
Appears in 3 contracts
Samples: Transfer Agency Services Agreement (BHR Institutional Funds), Services Agreement (BB&T Variable Insurance Funds), Transfer Agency and Blue Sky Services Agreement (Bb&t Funds /)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s and XXXX individual retirement accounts (“XXX Plans”), 403(b) Plans and money purchase and profit sharing plans (“Qualified Plans”) (collectively, the “Retirement Plans”) within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “Code”) sponsored by the a Fund for which contributions of the a Fund’s shareholders (the “Participants”) are invested solely in Shares of the that Fund, PFPC shall provide the following administrative services:
Appears in 3 contracts
Samples: Transfer Agency Services Agreement (Managers Trust Ii), Transfer Agency Services Agreement (Managers Funds), Transfer Agency Services Agreement (Managers Amg Funds)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s and XXXX RXXX individual retirement accounts (“XXX IXX Plans”), 403(b) Plans and money purchase and profit sharing plans (“Qualified Plans”) (collectively, the “Retirement Plans”) within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “Code”) sponsored by the Fund Trust for which contributions of the FundTrust’s shareholders (the “Participants”) are invested solely in Shares of the FundTrust, PFPC shall provide the following administrative services:
Appears in 2 contracts
Samples: Transfer Agency and Blue Sky Services Agreement (Bb&t Funds /), Transfer Agency and Blue Sky Services Agreement (BB&T Variable Insurance Funds)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX Plans”"IRA Plxxx"), 403(b) Plans and money purchase and xxd profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund Funds for which contributions of the Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the FundFunds, PFPC shall provide the following administrative services:
Appears in 2 contracts
Samples: Transfer Agency Services Agreement (Allegiant Funds), Transfer Agency Services Agreement (Allegiant Advantage Fund)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX individual retirement accounts (“"XXX Plans”"), 403(b) Plans and money purchase and profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions of the Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 2 contracts
Samples: Transfer Agency Services Agreement (Atlas Funds), Transfer Agency Services Agreement (Atlas Insurance Trust)
Retirement Plans. (i) 5.12.1 In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s and XXXX individual retirement accounts (“XXX Plans”), 403(b403 (b) Plans and money purchase and profit sharing plans (“Qualified Plans”) (collectively, the “Retirement Plans”) within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “Code”) sponsored by the Fund Trust for which contributions of the FundTrust’s shareholders (the “Participants”) are invested solely in Shares of the FundTrust, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Investment Company Services Agreement (Matthews International Funds)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX individual retirement accounts (“"XXX Plans”"), 403(b) Plans and money purchase and profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 applicable Sections of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions by or for the benefit of the Fund’s shareholders Retirement Plans' participants (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Transfer Agency Services Agreement (Mackenzie Investment Management Inc)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX "IRA Plans”"), 403(b) Plans Plaxx and money purchase and profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the a Fund for which contributions of the such Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the such Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Transfer Agency Services Agreement (Eip Investment Trust)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s and XXXX RXXX individual retirement accounts (“XXX IXX Plans”), 403(b) Plans and money purchase and profit sharing plans (“Qualified Plans”) (collectively, the “Retirement Plans”) within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “Code”) sponsored by the Fund for which contributions of the Fund’s shareholders (the “Participants”) are invested solely in Shares of the Fund, PFPC shall provide provide, upon agreement of the Fund and PFPC, the following administrative services:
Appears in 1 contract
Samples: Transfer Agency Services Agreement (Blackrock Liquidity Funds)
Retirement Plans. (ia) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s and XXXX individual retirement accounts (“XXX Plans”), 403(b) Plans and money purchase and profit sharing plans (“Qualified Plans”) (collectively, the “Retirement Plans”) within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “Code”) sponsored by the Fund for which contributions of the Fund’s shareholders (the “Participants”) are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Transfer Agency and Services Agreement (Burnham Investors Trust)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX Plans”"IRA Pxxxx"), 403(b) Plans and money purchase and xxx profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”) "), sponsored by the Fund for which contributions of the Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX individual ROTH individuax retirement accounts (“XXX "IRA Plans”"), 403(b400(b) Plans and money purchase and profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions of the Fund’s shareholders 's Members (the “"Participants”") are invested solely in Shares Interests of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Transfer Agency Services Agreement (First Defined Portfolio Management Fund LLC)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s savings accounts and XXXX individual retirement accounts (“XXX Plans”), 403(b) Plans and money purchase and profit sharing plans (“Qualified Plans”) (collectively, the “Retirement Plans”) within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “Code”) sponsored by the Fund for which contributions of the Fund’s shareholders (the “Participants”) are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Form of Transfer Agency Services Agreement (Allianz RCM Global EcoTrends Fund)
Retirement Plans. (i) 5.12.1 In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s and XXXX individual retirement accounts (“XXX Plans”), 403(b) Plans and money purchase and profit sharing plans (“Qualified Plans”) (collectively, the “Retirement Plans”) within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “Code”) sponsored by the Fund Trust for which contributions of the FundTrust’s shareholders (the “Participants”) are invested solely in Shares of the FundTrust, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Investment Company Services Agreement (Matthews International Funds)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX individual ROTH individxxx retirement accounts (“XXX "IRA Plans”"), 403(b003(b) Plans and money purchase and profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions of the Fund’s Portfolio's shareholders (the “"Participants”") are invested solely in Shares of the FundShares, PFPC shall provide the following administrative services:
Appears in 1 contract
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX Plans”"IRA Plaxx"), 403(b) Plans and money purchase and axx profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions of the Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX "IRA Plans”"), 403(b) Plans and Planx xnd money purchase and profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the a Fund for which contributions of the such Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the such Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Transfer Agency Services Agreement (Eip Investment Trust)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX Plans”"IRA Plxxx"), 403(b) Plans and money purchase and xxd profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions of the Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX "IRA Plans”"), 403(b003(b) Plans and money purchase and profit xxofit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions of the Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Transfer Agency Services Agreement (Pic Investment Trust)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX "IRA Plans”"), 403(b) Plans Pxxxs and money purchase and profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions of the Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Transfer Agency Services Agreement (Westlakes Institutional Portfolios)
Retirement Plans. (i) 1. In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement retiremxxx accounts (“XXX "IRA Plans”"), 403(b000(b) Plans and money purchase and profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions of the Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Transfer Agency Services Agreement (Aquila Three Peaks High Income Fund)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX "IRA Plans”"), 403(b000(b) Plans and money purchase and profit profix sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions of the Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Transfer Agency Agreement (BlackRock Variable Series Funds, Inc.)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement retirexxxx accounts (“XXX "IRA Plans”"), 403(b000(b) Plans and money purchase and profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions of the Fund’s Funds' shareholders (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Transfer Agency Services Agreement (Fremont Mutual Funds Inc)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX "IRA Plans”"), 403(b) Plans Xxxns and money purchase and profit sharing sxxxing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 applicable Sections of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions by or for the benefit of the Fund’s shareholders Retirement Plans' participants (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX "IRA Plans”"), 403(b) Plans Xxxns and money purchase and profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions of the Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX Plans”"IRA Planx"), 403(b) Plans and money purchase and axx profit sharing plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund Trust for which contributions of the Fund’s Trust's shareholders (the “"Participants”") are invested solely in Shares of the FundTrust, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Transfer Agency Services Agreement (BHR Institutional Funds)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s 's and XXXX ROTH individual retirement accounts (“XXX "IRA Plans”"), 403(b403(x) Plans Xlans and money purchase and profit sharing xxaring plans (“"Qualified Plans”") (collectively, the “"Retirement Plans”") within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “"Code”") sponsored by the Fund for which contributions of the Fund’s 's shareholders (the “"Participants”") are invested solely in Shares of the Fund, PFPC shall provide the following administrative services:
Appears in 1 contract
Samples: Transfer Agency Services Agreement (Smithgraham Institutional Funds)
Retirement Plans. (i) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRA’s and XXXX individual retirement accounts (“XXX Plans”), 403(b) Plans and money purchase and profit sharing plans (“Qualified Plans”) (collectively, the “Retirement Plans”) within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “Code”) sponsored by the Fund for which contributions of the FundPortfolio’s shareholders (the “Participants”) are invested solely in Shares of the FundShares, PFPC shall provide the following administrative services:
Appears in 1 contract
