EX-99.H(9) 91 d411445dex99h9.htm FORM OF AMENDMENT TO ADMINISTRATIVE AND SHAREHOLDER SERVICES AGREEMENT Form of Amendment to Administrative and Shareholder Services Agreement

Exhibit H(9)

FORM OF

AMENDMENT

DATED [    ], 2018, TO

AMENDED AND RESTATED

ADMINISTRATIVE AND SHAREHOLDER SERVICES AGREEMENT

for MassMutual Select Funds

WHEREAS, MassMutual Select Funds (the “Trust”) on behalf of each of its series listed on Exhibit B thereto (each a “Fund”) and MML Investment Advisers, LLC (the “Manager”) have entered into an Amended and Restated Administrative and Shareholder Services Agreement dated as of April 1, 2014 (the “Agreement”).

WHEREAS, the Trust, on behalf of each Fund, and the Manager wish to amend the Agreement as follows:

Pursuant to Article V, Section C, the following hereby replaces, in its entirety, Exhibit B:

EXHIBIT B

COMPENSATION

 

       Class  
I
    Class R5       Service  
Class
    Administrative  
Class
    Class A       Class  
R4
    Class  
R3
               
Total Return Bond Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
Strategic Bond Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
BlackRock Global Allocation Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
Diversified Value Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
Fundamental Value Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
Large Cap Value Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
S&P 500® Index Fund   None   0.10%   0.20%   0.20%   0.20%   0.25%   0.25%
               
Equity Opportunities Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
Fundamental Growth Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
Blue Chip Growth Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
Growth Opportunities Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
Mid-Cap Value Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
Small Cap Value Equity Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
Small Company Value Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               
S&P® Mid Cap Index Fund   None   0.10%   0.20%   0.20%   0.20%   0.25%   0.25%
               
Russell 2000® Small Cap Index Fund   None   0.10%   0.20%   0.20%   0.20%   0.25%   0.25%
               
Mid Cap Growth Fund   None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%


    

  Class  

I

    Class R5       Service  
Class
    Administrative  
Class
    Class A    

  Class  

R4

 

  Class  

R3

               

Small Company Growth Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

MSCI EAFE® International Index Fund

  None   0.10%   0.20%   0.20%   0.20%   0.25%   0.25%
               

Overseas Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

Equity Asset Fund

  None   N/A   N/A   N/A   N/A   N/A   N/A
               

Bond and Income Asset Fund

  None   N/A   N/A   N/A   N/A   N/A   N/A
               

RetireSMARTSM Conservative Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM Moderate Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM Moderate Growth Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM Growth Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM In Retirement Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM 2010 Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM 2015 Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM 2020 Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM 2025 Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM 2030 Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM 2035 Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM 2040 Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM 2045 Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM 2050 Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM 2055 Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%
               

RetireSMARTSM 2060 Fund

  None   0.10%   0.15%   0.15%   0.15%   0.20%   0.20%

 

       Class I    

  Class  

M5

 

  Class  

M4

 

  Class  

M3

MassMutual Select T. Rowe Price Large Cap Blend Fund

  None   N/A   N/A   N/A

MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund

  None   N/A   N/A   N/A

MassMutual Select T. Rowe Price International Equity Fund

  None   N/A   N/A   N/A

MassMutual Select T. Rowe Price Real Assets Fund

  None   N/A   N/A   N/A

MassMutual Select T. Rowe Price Bond Asset Fund

  None   N/A   N/A   N/A

MassMutual Select T. Rowe Price Emerging Markets Bond Fund

  None   N/A   N/A   N/A

MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund

  None   N/A   N/A   N/A

MassMutual Select T. Rowe Price U.S. Treasury Long-Term Fund

  None   N/A   N/A   N/A

MassMutual Select T. Rowe Price Retirement 2005 Fund

  None   0.15%   0.15%   0.15%

MassMutual Select T. Rowe Price Retirement 2010 Fund

  None   0.15%   0.15%   0.15%

MassMutual Select T. Rowe Price Retirement 2015 Fund

  None   0.15%   0.15%   0.15%


MassMutual Select T. Rowe Price Retirement 2020 Fund

        None               0.15%               0.15%               0.15%      

MassMutual Select T. Rowe Price Retirement 2025 Fund

  None   0.15%   0.15%   0.15%

MassMutual Select T. Rowe Price Retirement 2030 Fund

  None   0.15%   0.15%   0.15%

MassMutual Select T. Rowe Price Retirement 2035 Fund

  None   0.15%   0.15%   0.15%

MassMutual Select T. Rowe Price Retirement 2040 Fund

  None   0.15%   0.15%   0.15%

MassMutual Select T. Rowe Price Retirement 2045 Fund

  None   0.15%   0.15%   0.15%

MassMutual Select T. Rowe Price Retirement 2050 Fund

  None   0.15%   0.15%   0.15%

MassMutual Select T. Rowe Price Retirement 2055 Fund

  None   0.15%   0.15%   0.15%

MassMutual Select T. Rowe Price Retirement 2060 Fund

  None   0.15%   0.15%   0.15%

MassMutual Select T. Rowe Price Retirement Balanced Fund

  None   0.15%   0.15%   0.15%

IN WITNESS WHEREOF, the parties hereto have caused this Administrative and Shareholder Services Agreement to be executed as of the day and year first above written.

 

MASSMUTUAL SELECT FUNDS

on behalf of its series identified on Exhibit B hereto, as the same may from time to time be amended

 

By:  

 

  
  Renee Hitchcock   
 

CFO and Treasurer

 

  

MML INVESTMENT ADVISERS, LLC

 

  
By:  

 

  
  Tina Wilson   
  Vice President