Retirement Plan Services Agreement Sample Contracts

Retirement plan services agreement
Retirement Plan Services Agreement • April 20th, 2017 • Missouri

This Retirement Plan Services Agreement (“Agreement”) is made and entered into by American Century Services, LLC (“American Century”), a Delaware Limited Liability Company, and the Employer designated on the completed Retirement Plan Services Application (“RPSA”).

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RETIREMENT PLAN SERVICES AGREEMENT
Retirement Plan Services Agreement • July 17th, 2019 • Connecticut

This Agreement is made and entered into this 28th day of May, 2019, by and among the City of Hartford, CT (the “Plan Sponsor”) and Voya Retirement Insurance and Annuity Company (“VRIAC”), a corporation organized and existing under the laws of the State of Connecticut and Voya Financial Partners, LLC a limited liability company organized and existing under the laws of the State of Delaware and registered as a broker-dealer under the federal securities laws (the “Broker- Dealer”). VRIAC and the Broker-Dealer are hereinafter collectively called the “Contractor”. This Agreement governs the services the Contractor will provide to the City of Hartford Deferred Compensation Plan (the “457(b) Plan”), the Hartford Public Schools 403(b) Retirement Plan (the “403(b) Plan”), and unless specified otherwise, will collectively be referred to herein as the “Plan”. This Agreement is separate and apart from any other contract issued to the Plan or Plan Sponsor by VRIAC, including any group annuity contr

Retirement Plan Services Agreement
Retirement Plan Services Agreement • September 14th, 2007 • Kansas

This Retirement Plan Services Agreement ( “RPSA” or “Agreement”), effective as of the RPSA Effective Date, describes the engagement of Milliman, Inc. ("Milliman") by the City of Overland Park, Kansas ("City/Employer"), a city organized and existing under the laws of the State of Kansas with an office at 8500 Santa Fe Drive, Overland Park, Kansas 66212-2866, sponsor of the Overland Park, Kansas, Municipal Employees Pension Plan and Trust Agreement (“Plan”), a participant directed money purchase pension plan created for the benefit of City employees, to provide services as described herein. While Milliman serves at the pleasure of the City, the services provided pursuant to this Agreement are subject to and strictly limited by the provisions contained in this Agreement. Under no circumstances is the engagement of Milliman intended to relieve the City/Employer, the Plan Administrator and/or the Trustee of their applicable respective fiduciary and other responsibilities under the Internal

Edward Jones Retirement Plan Services Agreement
Retirement Plan Services Agreement • August 1st, 2021

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