Retirement Business definition

Retirement Business means all aspects of the business conducted by Retirement;
Retirement Business means the performance by Seller and its Affiliates of tax-qualified plan administration and recordkeeping that is primarily managed by the IRT Management Team for defined benefit retirement plans and defined contribution retirement plans of institutional clients, including (a) plan participant education and communication and (b) trustee, custody and payment services, in the case of clauses (a) and (b), to the extent related to such tax-qualified plan administration and recordkeeping; provided, however, that the “Retirement Business” shall exclude the T&C Business, the Discretionary Business and the Executive Benefits Business.

Examples of Retirement Business in a sentence

  • In December 2020, $46.5 billion and $50.4 billion for October and November, respectively, were reclassified from Advisor Services to Investor Services.(4) Excludes Retirement Business Services.(5) October 2020 includes 14.5 million new brokerage accounts related to the acquisition of TD Ameritrade.

  • Other firmswill be rolling the dice.”); AdvisorHUB, Merill to End Commission-Based Retirement Business on Retail Accounts (Oct.

  • These flows may span multiple reporting periods.(3) Excludes Retirement Business Services.(4) Schwab One®, certain cash equivalents, bank deposits, third-party bank deposit accounts, and money market fund balances as a percentage of total client assets.(5) Represents average total interest-earning assets on the company’s balance sheet.

  • These flows may span multiple reporting periods.(3) Excludes Retirement Business Services.(4) May 2020 includes 1.1 million new brokerage accounts related to the acquisition of the assets of USAA’s Investment Management Company.(5) Schwab One®, certain cash equivalents, bank deposits, and money market fund balances as a percentage of total client assets.(6) Represents the principal value of client mutual fund transactions handled by Schwab, including transactions in proprietary funds.

  • Anderson, Risky Retirement Business: How ESOPs Harm the Workers They Are Supposed to Help, 41 LOY.

  • Other firms will be rolling the dice.”); AdvisorHUB, Merill to End Commission-Based Retirement Business on Retail Accounts (Oct.

  • These flows may span multiple reporting periods.(3) Excludes Retirement Business Services.(4) In March 2019, banking accounts were reduced by approximately 23,000 as a result of inactive account closures.(5) Schwab One®, certain cash equivalents, bank deposits, and money market fund balances as a percentage of total client assets.

  • If you wish to proceed with the application final approval must be sought from the existing Head of Service who will be required to finalise the Flexible Retirement Business Case for approval in accordance with agreed procedures.

  • This aim is about transforming a specific area in the Washlands situated between the Market Place and Burton Bridge (central area).

  • Other firms will be rolling the dice.”); AdvisorHUB, Merill to End Commission- Based Retirement Business on Retail Accounts (Oct.

Related to Retirement Business

  • Employment Business means as per the Employment Agencies Xxx 0000 and the Conduct of Employment Agencies and Employment Businesses Regulations 2003, an Employment Business is a business that offers contracts of employment to temporary workers, whose services are then temporarily offered on secondment to Framework Public Bodies.

  • Retirement Plans means the retirement income, supplemental executive retirement, excess benefits and retiree medical, life and similar benefit plans providing retirement perquisites, benefits and service credit for benefits at least as great in value in the aggregate as are payable thereunder prior to a Change in Control.

  • Disabled Business Enterprise means a business owned by a person with a disability that is a continuing, independent, for-profit business that performs a commercially useful function, and is at least fifty-one (51%) owned and controlled by one (1) or more persons with a disability, or, in the case of any publicly-owned business, at least fifty one percent (51%) of the stock of which is owned and controlled by one(1) or more persons with a disability and whose management and daily business operations are under the control of one (1) or more persons with a disability.

  • Disabled Veteran Business Enterprise (DVBE) means a business concern certified as a DVBE by the Office of Small Business Certification and Resources, Department of General Services.

  • Retirement Plan means a plan which provides retirement benefits to you and which is not funded wholly by your contributions. The term shall not include a profit-sharing plan, informal salary continuation plan, registered retirement savings plan, stock ownership plan, 401(K) or a non-qualified plan of deferred compensation.

  • Parent Business shall have the meaning set forth in the Separation and Distribution Agreement.

  • Service disabled veteran business means a business that is at least 51 percent owned by one or more service disabled veterans or, in the case of a corporation, partnership, or limited liability company or other entity, at least 51 percent of the equity ownership interest in the corporation, partnership, or limited liability company or other entity is owned by one or more individuals who are service disabled veterans and both the management and daily business operations are controlled by one or more individuals who are service disabled veterans.

  • Service-disabled veteran-owned business means a service-disabled veteran-owned business located in the State of Tennessee that satisfies the criteria in Tenn. Code. Ann. § 12-3-1102(8). "Service-disabled veteran" means any person who served honorably in active duty in the armed forces of the United States with at least a twenty percent (20%) disability that is service-connected, i.e., the disability was incurred or aggravated in the line of duty in the active military, naval or air service.

  • Medical benefit plan means a plan established and maintained by a carrier, a voluntary employees' beneficiary association described in section 501(c)(9) of the internal revenue code of 1986, 26 USC 501, or by 1 or more public employers, that provides for the payment of medical benefits, including, but not limited to, hospital and physician services, prescription drugs, and related benefits, for public employees or elected public officials. Medical benefit plan does not include benefits provided to individuals retired from a public employer or a public employer's contributions to a fund used for the sole purpose of funding health care benefits that are available to a public employee or an elected public official only upon retirement or separation from service.

  • Continuing care retirement community means a residential

  • Public employees retirement system means the retirement plan and program

  • Alarm business means the business by any individual, partnership, corporation, or other entity of selling, leasing, maintaining, servicing, repairing, altering, replacing, moving or installing any alarm system or causing to be sold, leased, maintained, serviced, repaired, altered, replaced, moved or installed any alarm system in or on any building, structure or facility.

  • Business Employees has the meaning set forth in Section 4.10(a).

  • life insurance business means the business of providing or undertaking to provide policy benefits under life policies;

  • Retirement means Normal or Early Retirement.

  • Retirement fund means the "Washington law enforcement

  • Professional employer agreement means a written contract by and between a client and a PEO that provides for the following:

  • occupational pension means any pension or other periodical payment under an occupational pension scheme but does not include any discretionary payment out of a fund established for relieving hardship in particular cases;

  • Women Business Enterprise (WBE) as used in this policy means a business enterprise that meets all of the following criteria:

  • Large employer means, in connection with a group health plan or health insurance coverage with

  • Resident Business or “Resident Contractor” means an entity that has a valid resident certificate issued by the NM Taxation and Revenue Department pursuant to Section 13-1-22 NMSA 1978.

  • Medical Benefits Schedule means the Medicare Schedule of Benefits produced by the Department of Health to which all fees and benefits relate for inpatient hospital services.

  • Related Employer means the Employer and (a) any corporation that is a member of a controlled group of corporations as defined in Code Section 414(b) that includes the Employer and (b) any trade or business that is under common control as defined in Code Section 414(c) that includes the Employer.

  • Trust business means the business of acting as trustee, executor or administrator;

  • Company Employees shall have the meaning set forth in Section 6.10(a).

  • Retirement system means a retirement plan or system that is established by or pursuant to title 38.