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PROGRAM SERVICES AGREEMENT Between ING Life Insurance and Annuity Company and ABA Retirement Funds Purchase Order No. 1

Life Insurance Split Dollar Agreement

PROGRAM SERVICES AGREEMENT Between ING Life Insurance and Annuity Company and ABA Retirement Funds Purchase Order No. 1 | Document Parties: AMERICAN BAR ASSOCIATION MEMBERS / NORTHERN TRUST COLLECTIVE TR | ABA Retirement Funds | Annuity Company | ING Life Insurance You are currently viewing:
This Life Insurance Split Dollar Agreement involves

AMERICAN BAR ASSOCIATION MEMBERS / NORTHERN TRUST COLLECTIVE TR | ABA Retirement Funds | Annuity Company | ING Life Insurance

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Title: PROGRAM SERVICES AGREEMENT Between ING Life Insurance and Annuity Company and ABA Retirement Funds Purchase Order No. 1
Date: 5/19/2010

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Exhibit 10.6.1

PROGRAM SERVICES AGREEMENT

Between

ING Life Insurance and Annuity Company

and

ABA Retirement Funds

Purchase Order No. 1

This is Purchase Order No. 1 to the Program Services Agreement between ING Life Insurance and Annuity Company and ABA Retirement Funds (“ABA RF”) dated December 6, 2008 (the “Agreement”).

 

I.

Describe the Current Service Being Changed (If unrelated to any existing service, do not complete):

 

 

A.

This Purchase Order specifically addresses the modification of the Investment Options being offered on behalf of the Program.

 

II.

Describe the Reason for Making the Change:

 

 

A.

After the Program Services Agreement was entered into, The Northern Trust recommended a new investment structure, which was approved by State Street Bank and Trust Company of New Hampshire, to be implemented on or about July 6, 2009.

 

III.

The Proposed Change:

 

 

A.

Adding 6 new investment options, terminating and mapping assets and investment elections for five options, implementing new default options as selected by employers; implementing new investment options as selected by participants to be effective first day of new program, freezing one option.

 

 

B.

Attendance and preparation for project meetings (external) sessions from January 2009 through July 2009 for IPS Implementation Services and IT project personnel not otherwise part of the ABA RF Program Services Unit required by the Agreement. Meetings consist of reviewing ING Best Practices, tracking requirements and Action Items Log.

 

 

C.

Development of business and functional design documents that highlight any areas requiring development based upon the findings from the project meeting sessions.

 

 

D.

Anticipated areas of development are IPS recordkeeping system, Voice Response Unit, Pweb (participant website) and all reports and forms provided to participants and sponsors showing the Investment Options.

 


IV.

Why the Change is Outside the Scope of the Current Agreement (or the Statement


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