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Summary of the changes to Paychex Retirement Services ...

Paychex Retirement Services Agreement TABLE OF CONTENTS Section 1 Term of the Agreement Section 2 Paychex Platform and Services Service Effect ive Date .. Paychex Platform .. Transfer between Service Offe rings .. Recordkeeping Enro llment .. Apply Plan Rules and Calculate Service and Co mpensation .. Contributions .. Distributions .. Forfe Co mpliance Testing .. Rede mption Fee .. Loan Admin istrator .. Additional Serv ices .. Reporting Serv Ta x Fo rms Preparat ion Services .. Services following Termination of Agreement and/or Plan Obligations upon Transmittal of Plan Purchase and Redemption Provision of Plan and Part icipant Record Retention.

Participant Investment Direction Not Received.....10.3 Fixed Fund Select and Open Fund Select Clients .....10.3.1 Guided Fund Select Clients.....10.3.2 Participant Investment Advice Service Plan Investment Direction Not Received .....10.4 Clients with a Plan Lineup Advisor

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