RESPONSIBILITY WITH RESPECT TO TERMS OF INDIVIDUAL RETIREMENT ACCOUNTS OR MASTER AND PROTOTYPE PLANS Clause Samples

RESPONSIBILITY WITH RESPECT TO TERMS OF INDIVIDUAL RETIREMENT ACCOUNTS OR MASTER AND PROTOTYPE PLANS. The terms of any individual retirement accounts or plans established under master, prototype or other sponsored arrangements which are Participating Trusts shall be established by agreement between the trustee or custodian or sponsor of such account or plan and the individual for whom such account or plan was established, and the Trustees shall have no duties or responsibilities with respect to such terms nor for its status under the Code and shall have no duty to inquire or make suggestion with respect to such terms or status. The Trustees shall be fully protected in relying upon such trustee, custodian or sponsor with respect to the continuing compliance of such account or plan with the requirements for status as a Participating Trust under this Agreement and Declaration of Trust.

Related to RESPONSIBILITY WITH RESPECT TO TERMS OF INDIVIDUAL RETIREMENT ACCOUNTS OR MASTER AND PROTOTYPE PLANS

  • Performance of Services in Accordance with Regulatory Requirements; Furnishing of Books and Records In performing the services set forth in this Agreement, the Manager: A. shall conform with the 1940 Act and all rules and regulations thereunder, with all other applicable federal, state and foreign laws and regulations, with any applicable procedures adopted by the Trust’s Board of Trustees, and with the provisions of the Trust’s Registration Statement filed on Form N-1A as supplemented or amended from time to time; B. will make available to the Trust, promptly upon request, any of the Fund’s books and records as are maintained under this Agreement, and will furnish to regulatory authorities having the requisite authority any such books and records and any information or reports in connection with the Manager’s services under this Agreement that may be requested in order to ascertain whether the operations of the Trust are being conducted in a manner consistent with applicable laws and regulations.

  • ACCOUNTS SUBJECT TO ERISA The ERISA Rider is applicable to all Customers Under Section II of this Schedule A.

  • File Management and Record Retention relating to CRF Eligible Persons or Households Grantee must maintain a separate file for every applicant, Eligible Person, or Household, regardless of whether the request was approved or denied. a. Contents of File: Each file must contain sufficient and legible documentation. Documents must be secured within the file and must be organized systematically.

  • EFFECTIVE DATE AND TERMINATION OF THE CUSTODIAN AS FOREIGN CUSTODY MANAGER The Board's delegation to the Custodian as Foreign Custody Manager of the Portfolios shall be effective as of the date hereof and shall remain in effect until terminated at any time, without penalty, by written notice from the terminating party to the non-terminating party. Termination will become effective thirty (30) days after receipt by the non-terminating party of such notice. The provisions of Section 3.2.2 hereof shall govern the delegation to and termination of the Custodian as Foreign Custody Manager of the Portfolios with respect to designated countries.

  • Compliance with Contractor Employee Jury Service Ordinance Contractor shall comply with the County Ordinance with respect to provision of jury duty pay to employees and have and adhere to a written policy that provides that its employees shall receive from the Contractor, on an annual basis, no less than five days of regular pay for actual jury service in San Mateo County. The policy may provide that employees deposit any fees received for such jury service with the Contractor or that the Contractor deduct from the employees’ regular pay the fees received for jury service.