Common Contracts
1 similar Retirement Plan Investment Consulting and Advisory Agreement contracts
RETIREMENT PLAN INVESTMENT CONSULTING AND ADVISORY AGREEMENTRetirement Plan Investment Consulting and Advisory Agreement • May 31st, 2012 • California
Plan Sponsor, Plan and Fiduciary are sometimes collectively referred to as “Client”. The Fiduciary has the authority to cause the Plan to enter into, extend or renew this Agreement. Client acknowledges that the disclosures made by Advisor in this Agreement were provided to Fiduciary reasonably in advance of this Agreement being entered into and fulfill the obligations of disclosure under ERISA §408(b)2. The parties agree as follows:
