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Provider of 3(38) (investment fiduciary and non-fiduciary services)
Company name: AB401k/Creative Planning, Inc. Primary Contact: Don Recker Street address: 5440 W 110th Street, Overland Park, KS 66211 Phone number: 913.754.1365 Email: don.recker@creativeplanning.com
I authorize LT Trust to pay Creative Planning, Inc. as invoiced. I further authorize Creative Planning Advisors to have access to my Plan’s website.
I authorize LT Trust Company (LT Trust) to activate/deactivate Plan Sponsor Web access for the contacts selected within this document. I understand that authorized users will have access to plan level reports and fund information as well as to each individual plan participant’s account data. I also understand this access will remain in effect until I provide LT Trust with written instructions requesting to deactivate it.
The Employer hereby authorizes LT Trust to pay fees as invoiced from the Plan’s account to the Other Interested Service Provider(s)specified within this form. The Employer represents that its relationship to and the fee arrangement with outside parties is subject to a separate agreement between the Employer and the Service Provider(s); and LT Trust is not a party to any such agreement.
The Employer understands and agrees that LT Trust shall have no duty or responsibility to verify the validity or accuracy of any fee agreement or arrangement between the Employer and the Service Provider(s). In addition, LT Trust shall not be liable: (i) for the payment of the fees if funds for payment of such fees are not available or if they are not paid for any other reason; or (ii) for payment of fees made in reliance on inaccurate, falsified or otherwise erroneous instructions received by LT Trust from the Employer.
The Employer hereby indemnifies and holds harmless LT Trust, its directors, officers and employees from any and all liabilities and costs, including, but not limited to, attorney’s fees which may be incurred by LT Trust as a result of or in any way relating to LT Trust’s reliance upon the representations and directions of the Employer.
This authorization is a continuing one and shall remain in full force and effect until such time as LT Trust receives written notice of its revocation from the Employer, and shall be binding upon the Employer’s successors and assigns. Should this authorization be revoked, the indemnity given above shall survive such revocation with respect to any payments made by LT Trust in reliance on this authorization prior to LT Trust’s receipt of written notice of the revocation.
By executing this document, the party signing on behalf of the Plan expressly acknowledges that the fees and expenses contained herin have been reviewed by the Employer and that such fees are reasonable in light of the services being provided. Additionally, by executing this document, the Employer acknowledges that they received, reviewed and agreed to the terms and conditions set forth in this document and as grouped below.
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