Retirement Agreements in the Capital Markets Industry

267 Contracts & Agreements
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First Amendment to Victory Capital Management Inc. Deferred Compensation Plan
Retirement Agreements
Victory Capital Holdings, Inc.
Capital Markets
2025
Invesco Ltd. Amended and Restated 2005 Non-Qualified Deferred Compensation Plan (Effective January 1, 2025)
Retirement Agreements
Invesco Ltd.
Capital Markets
2025
Amendment Number One to the Northern Trust Corporation Deferred Compensation Plan (2024 Restatement)
Retirement Agreements
Northern Trust Corp.
Capital Markets
2025
Amendment Number Two to Northern Trust Corporation Supplemental Pension Plan (Effective January 1, 2025)
Retirement Agreements
Northern Trust Corp.
Capital Markets
2025
Amendment Number Two to Northern Trust Corporation Supplemental Employee Stock Ownership Plan
Retirement Agreements
Northern Trust Corp.
Capital Markets
2025
Amendment to the Morgan Stanley 401(k) Plan (Effective January 1, 2024)
Retirement Agreements
Morgan Stanley
Capital Markets
2025
Third Amendment and Termination of the Retirement Plan for Employees of AllianceBernstein L.P.
Retirement Agreements
ALLIANCEBERNSTEIN HOLDING L.P.
Capital Markets
2025
Cboe Global Markets Deferred Compensation Plan Adoption Agreement (Amended and Restated, Effective September 1, 2024)
Retirement Agreements
Cboe Global Markets
Capital Markets
2024
Cboe Global Markets Supplemental Executive Retirement Plan Adoption Agreement (Amended and Restated)
Retirement Agreements
Cboe Global Markets
Capital Markets
2024
First, Second, and Third Amendments to Chicago Mercantile Exchange Inc. Senior Management Supplemental Deferred Savings Plan
Retirement Agreements
CME Group Inc.
Capital Markets
2024
Retirement and RSU Vesting Agreement between Cohen & Steers, Inc. and Matthew S. Stadler
Retirement Agreements
COHEN & STEERS INC
Capital Markets
NY
2024
Amendment to the Morgan Stanley 401(k) Plan (Effective January 1, 2024)
Retirement Agreements
Morgan Stanley
Capital Markets
2024
Amendment to Retirement Agreement between Invesco Ltd. and Gregory McGreevey (December 2023)
Retirement Agreements
Invesco Ltd.
Capital Markets
2024
Amendment to Retirement Agreement between Invesco Ltd. and Martin L. Flanagan (January 2024)
Retirement Agreements
Invesco Ltd.
Capital Markets
2024
Retirement Agreement between Chicago Mercantile Exchange Inc. and John Pietrowicz
Retirement Agreements
CME Group Inc.
Capital Markets
IL
2023
Invesco Ltd. Retirement and Transition Agreement with Gregory McGreevey
Retirement Agreements
Invesco Ltd.
Capital Markets
GA
2023
Retirement Agreement between Chicago Mercantile Exchange Inc. and Sean Tully
Retirement Agreements
CME Group Inc.
Capital Markets
IL
2023
Amendment Number Four to The Northern Trust Company Death Benefit Plan
Retirement Agreements
Northern Trust Corp.
Capital Markets
2023
Amendment Number One to Northern Trust Corporation Supplemental Pension Plan (Effective January 1, 2023)
Retirement Agreements
Northern Trust Corp.
Capital Markets
2023
Amendment Number One to Northern Trust Corporation Supplemental Employee Stock Ownership Plan (As Amended and Restated Effective January 1, 2008)
Retirement Agreements
Northern Trust Corp.
Capital Markets
2023
Amendment to the Morgan Stanley 401(k) Plan (Effective January 1, 2023)
Retirement Agreements
Morgan Stanley
Capital Markets
2023
Cboe Global Markets Deferred Compensation Plan Adoption Agreement (Amended and Restated)
Retirement Agreements
Cboe Global Markets
Capital Markets
2023
Cboe Global Markets Supplemental Retirement Plan Adoption Agreement (Amended and Restated)
Retirement Agreements
Cboe Global Markets
Capital Markets
2023
Cboe Global Markets Executive Retirement Plan Amendment and Restatement (Effective 01/01/2009)
Retirement Agreements
Cboe Global Markets
Capital Markets
2023
Retirement Agreement between Chicago Mercantile Exchange Inc. and Kevin Kometer
Retirement Agreements
CME Group Inc.
Capital Markets
IL
2022
Description of PMD Retiree Medical Program as of December 31, 2021
Retirement Agreements
Goldman Sachs
Capital Markets
2022
Amendment to the Morgan Stanley 401(k) Plan Effective January 1, 2022
Retirement Agreements
Morgan Stanley
Capital Markets
2022
First Amendment to Moody’s Corporation Retirement Account Plan
Retirement Agreements
Moody's Corp
Capital Markets
2022
Amendment to the Morgan Stanley 401(k) Plan (2020)
Retirement Agreements
Morgan Stanley
Capital Markets
2021
The Charles Schwab Corporation Deferred Compensation Plan II (Amended and Restated December 8, 2020)
Retirement Agreements
Charles Schwab Corporation
Capital Markets
CA
2021
Amendment Number Three to The Northern Trust Company Death Benefit Plan
Retirement Agreements
Northern Trust Corp.
Capital Markets
2021
Amendment Number Two to The Northern Trust Company Death Benefit Plan
Retirement Agreements
Northern Trust Corp.
Capital Markets
2021
Amendment Number One to The Northern Trust Company Death Benefit Plan
Retirement Agreements
Northern Trust Corp.
Capital Markets
2021
Retirement Agreement and General Release of Claims between Nasdaq, Inc. and Michael Ptasznik
Retirement Agreements
Nasdaq, Inc.
Capital Markets
NY
2021
Description of Participating Managing Director (PMD) Retiree Medical Program
Retirement Agreements
Goldman Sachs
Capital Markets
2021
Moody’s Corporation Retirement Account Amended and Restated as of January 1, 2021
Retirement Agreements
Moody's Corp
Capital Markets
NY
2021
Moody's Corporation Deferred Compensation Plan (Amended and Restated as of January 1, 2020)
Retirement Agreements
Moody's Corp
Capital Markets
2021
Amendment to Standard & Poor’s Employee Retirement Plan Supplement (Effective January 1, 2021)
Retirement Agreements
S&P Global, Inc.
Capital Markets
2021
Amendment to S&P Global Inc. Employee Retirement Plan Supplement (Section 5.03(a)(i))
Retirement Agreements
S&P Global, Inc.
Capital Markets
2021
First Amendment to the Blucora Tax-Smart Executive Deferral Plan
Retirement Agreements
Blucora, Inc.
Capital Markets
2020