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This ABLE Master Agreement, effective December 7, 2016, between the Office of the Illinois State Treasurer and Ascensus College Savings Recordkeeping Services, LLC, establishes a framework for the Contractor to provide comprehensive ABLE Program services. These services include investment management, administrative support, customer service, and outreach materials for participating states. The agreement has an initial term of five years, extendable up to a total of ten years. Compensation is based on variable factors such as total assets under management and the number of accounts, as detailed in the Cost Schedule (Exhibit C). The document also covers legal compliance, termination provisions, intellectual property, and various certifications.
Effective Date
Dec 7, 2016
Expires
Effective: Dec 7, 2016
This ABLE Master Agreement, effective December 7, 2016, between the Office of the Illinois State Treasurer and Ascensus College Savings Recordkeeping Services, LLC, establishes a framework for the Contractor to provide comprehensive ABLE Program services. These services include investment management, administrative support, customer service, and outreach materials for participating states. The agreement has an initial term of five years, extendable up to a total of ten years. Compensation is based on variable factors such as total assets under management and the number of accounts, as detailed in the Cost Schedule (Exhibit C). The document also covers legal compliance, termination provisions, intellectual property, and various certifications.
ActiveEffective: Dec 27, 2024
Expires:
RECORDKEEPING, OPERATING PERMIT RENEWAL
ActiveEffective: Feb 12, 2025
Expires:
AIR EMISSIONS RECORDKEEPING SUPPORT
ActiveEffective: Feb 3, 2025
Expires:
RECORDKEEPING, AOR, AEI, NAS PENSACOLA
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