Retirement Business definition

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.
Sample 1
Retirement Business means all aspects of the business conducted by Retirement;
Sample 1

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.

  • 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.

  • 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.

  • As oral tablets (2mg and 4mg tablets), it is used for the symptomatic treatment of painful muscle spasm associated with musculoskeletal conditions.

  • 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.

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

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

  • The bottom line of any PME institution will always be the needs of the Service or the country, not the concerns of any individual or any educa- tional institution.

  • 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.

  • 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) as used in this policy means a business enterprise that meets all of the following criteria:

  • 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 means all businesses, operations and activities (whether or not such businesses, operations or activities are or have been terminated, divested or discontinued) conducted at any time prior to the Effective Time by either Party or any member of its Group, other than the SpinCo Business.

  • 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.

  • Continuing care retirement community means a residential

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

  • Retirement Savings Plan means the Air Products and Chemicals, Inc. Retirement Savings Plan, as amended from time to time, together with any similar, succeeding or substitute plan.

  • Business Employees has the meaning set forth in Section 8.1(a).

  • life insurance business means the business of effecting contracts of insurance upon human life, including any contract whereby the payment of money is assured on death (except death by accident only) or the happening of any contingency dependent on human life, and any contract

  • Retirement means voluntary termination by the Executive in accordance with the Employers' retirement policies, including early retirement, generally applicable to their salaried employees.

  • Retirement fund means the "Washington law enforcement

  • Professional employer agreement means a written contract

  • 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 any employer other than the Employer named in Section 1.02(a), if the Employer and such other employer are members of a controlled group of corporations (as defined in Section 414(b) of the Code) or an affiliated service group (as defined in Section 414(m)), or are trades or businesses (whether or not incorporated) which are under common control (as defined in Section 414(c)), or such other employer is required to be aggregated with the Employer pursuant to regulations issued under Section 414(o).

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

  • Company Employees has the meaning set forth in Section 5.5(a).

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

  • Casual Employees means employees who are employed on a casual basis and includes persons who are employed for periods not exceeding five days at any one time.