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PNN-1238AO.3 Private IRON 3.38 Investment Management AgreementSignature - DRAFT-1.doc 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by filling in the 'Name of Plan' and 'Name of Employer/Plan Sponsor' fields at the top of the document. Ensure that these details are accurate as they are crucial for identification.
- Proceed to Section 1, where you will outline the services provided by IRON Financial, LLC. Carefully review each service listed and ensure that your selections align with your plan's needs.
- In Appendix A, complete the Retirement Plan Client Profile by providing necessary company information, including address, contact details, and asset categories preferences.
- Review Appendix B for a detailed schedule of services. Confirm that all selected services meet your requirements and make any necessary adjustments.
- Finally, sign and date the agreement at the end of the document. Ensure that all required signatures from both parties are included before submission.
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