Welcome to the AB401k Family!

This next step will take just a few minutes to complete and replicates the data needed we sent you on the paper forms.

1Company
Information

2Plan
Details

3Plan
Elections

4Acknowledgement
& Signatures

Company

This field is for validation purposes and should be left unchanged.

Primary Contact

Full Name(Required)

First Last

Title(Required)

Email(Required)

Phone(Required)

Do you authorize this individual to have access to your Plan’s Website?(Required)

Yes

Additional Contact (optional)

Name

First Last

Title

Phone

Do you authorize this individual to have access to your Plan’s Website?

Yes

AB401k/Creative Planning

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.

Web Access

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.

Payment of Fees to All Parties

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.

Indemnification and Authorization

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 checking this box, I hereby agree to electronically sign this Recordkeeping Services Agreement, and, that by checking this box and typing my name, the Authorized Signor has reviewed the hard copy version and this electronic signature shall be legally binding and have the same legal effect as an original signature *

Authorized signature(Required)

Enter you name between the two slashes in order to signify your electronic signature.
Example: /Authorized Signature/

Title(Required)

Printed name(Required)

Date(Required)

Acknowledgements and Signatures

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.

Fee schedule(Required)

Service agreement(Required)

List of services(Required)

Trust agreement(Required)

Authorized signature(Required)

Printed name(Required)

Title(Required)

This agreement shall be effective on this date(Required)

LT Trust, a division of American Trust Company, Non-discretionary Trustee/Custodian (if elected above)

Authorized signature:

Printed name

Title

Welcome to the AB401k Family!

Company Information

Primary Contact

Additional Contact (optional)

Plan Information

How do you currently process payroll?

Converting Plans

Fee Payments

AB401k/Creative Planning

Web Access

Payment of Fees to All Parties

Indemnification and Authorization

Acknowledgements and Signatures

LT Trust, a division of American Trust Company, Non-discretionary Trustee/Custodian (if elected above)