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[DOC File]Microsoft Word - NCS Managed Account Agreement-Penson ...
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The Managed Account advisor platform fee shall also be charged to Client’s Account on a quarterly basis at the flat rate of $18.75 per quarter. Certain mutual funds purchased in the NCS account may incur the standard and typical sales charge as disclosed in the prospectus of the mutual fund upon initial investment in the mutual fund.
retirement fund management fees

CTA Retirement Savings Plan Frequently Asked Questions
The excessive fees associated with many annuity products make it more difficult for educators to save adequately for retirement. What are the fees for this plan? Each participant will pay a flat, annual recordkeeping fee of $65 and $15 for custodial account services in 2016.
empower retirement managed account fees

Investor Relations | Humana Inc.
Investments can be made among various investment options in 1% increments. In the absence of Participant directed allocation, contributions are invested in a Schwab Managed Retirement Trust FundTM based on a Participant's date of birth and estimated retirement date.
retirement fund fees

Investors: UPS
Fees paid by the Plan for investment management services were $1.189 million and $1.888 million for the years ended December 31, 2018 and 2017, respectively. Fees paid by the Plan for personal advisor services were $5.034 million and $3.899 million for the years …
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[DOCX File]RFP NUMBER | The Official Website of the State of ...
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Manager hereby represents that it is an “Investment Manager” as that term is defined in Section 3(38) of the Employee Retirement Income Security Act of 1974, as amended, for the System with respect to the Managed Assets allocated to Manager for investment, and that Manager will maintain that status as long as this Management Agreement is in ...
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[DOCX File]Colorado West Investments Form ADV Part 3
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3) To the extent we recommend you roll over your account from a current retirement plan to an individual retirement account (“IRA”) managed by us and subject to our asset-based investment advisory fees, this is a conflict of interest because we have a financial incentive to recommend that you move your IRA to us even if it is not in your ...
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[DOCX File]RFP | The Official Website of the State of Indiana
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INPRS was established by legislation to manage the retirement funds of certain public employees throughout the State of Indiana. INPRS administers nine retirement plans including: Public Employees’ Retirement Fund (“PERF”) Teachers’ Retirement Fund Pre-1996 Account (“TRF Pre-1996”) Teachers’ Retirement Fund 1996 Account (“TRF ...
fees for managing ira accounts

[DOCX File]RFP NUMBER - in
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INPRS was established by legislation to manage the retirement funds of certain public employees throughout the State of Indiana. INPRS administers 16 funds including: Defined Benefit DB Fund. Public Employees’ Defined Benefit Account (PERF DB) Teachers’ Pre-1996 Defined Benefit Account …
managed investment account fees

[DOCX File]The University of Vermont
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The adviser fees are not charged to employees or the retirement plans. Q: Will we be required to change our funds if they are not part of the new menu of fund options? A: The Retirement Oversight Committee will work with its consultant from Cammack Retirement Group to create a best-in-class open architecture investment menu.
retirement fund management fees

[DOC File]OPERATING AGREEMENT FOR MEMBER-MANAGED LIMITED …
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(3) Management: This LLC shall be managed exclusively by all of its members (4) Members' Percentage Interests: A member's percentage interest in this LLC shall be computed as a fraction, the numerator of which is the total of a member's capital account and the denominator of which is the total of all capital accounts of all members.
empower retirement managed account fees

Managed retirement account fees