Document:

EX-10.29

 EXHIBIT 10.29 

SIXTH AMENDMENT TO CREDIT AGREEMENT 

SIXTH AMENDMENT TO CREDIT AGREEMENT (this “Sixth Amendment”), dated as of February 12, 2014, by and among
SS&C TECHNOLOGIES HOLDINGS, INC., a Delaware corporation (the “Parent”), SS&C TECHNOLOGIES INC., a Delaware corporation (the “Company”), SS&C TECHNOLOGIES HOLDINGS EUROPE, a
société à responsabilité limitée organized under the laws of Luxembourg, having its registered office at 5 Rue Guillaume Kroll, L-1882 Luxembourg and registered with the Luxembourg Register of
Commerce and Companies under number B163.061 (the “Designated Borrower”, and together with the Company, the “Borrowers” and each a “Borrower”), certain subsidiaries of the Parent party hereto as
guarantors (together with the Parent, the “Guarantors”), DEUTSCHE BANK AG NEW YORK BRANCH, as administrative agent (in such capacity, the “Administrative Agent”), and as designated 2014 February Replacement
Term A-2 Lender (in such capacity, the “Designated 2014 February Replacement Term A-2 Lender”) and each 2014 February Converting Term A-2 Lender (as defined below). Unless otherwise indicated, all capitalized terms used
herein but not otherwise defined shall have the respective meanings provided to such terms in the Credit Agreement referred to below (as amended by this Sixth Amendment). 

W I T N E S S E T H: 

WHEREAS, the Borrowers, the Parent, the other Guarantors from time to time party thereto, the Lenders from time to time party thereto
(the “Lenders”) and the Administrative Agent are parties to a Credit Agreement, dated as of March 14, 2012, as amended by the First Amendment to Credit Agreement, dated as of May 23, 2012, as further amended by the Second
Amendment to Credit Agreement, dated as of June 1, 2012, as further amended by the Third Amendment to Credit Agreement, dated as of July 30, 2012, as further amended by the Fourth Amendment to Credit Agreement, dated as of
September 21, 2012, and as further amended by the Fifth Amendment to Credit Agreement, dated as of June 10, 2013 (the “Credit Agreement”, and the Credit Agreement, as amended by this Sixth Amendment, the “Amended
Credit Agreement”);  
 WHEREAS, on the date hereof (but prior to giving effect to this Sixth Amendment), there are
outstanding Initial Term A-2 Loans under the Credit Agreement (for purposes of this Sixth Amendment, herein called the “Refinanced Term A-2 Loans”) in an aggregate principal amount of $213,179,843.36;  

WHEREAS, in accordance with the provisions of Section 11.01 of the Credit Agreement, the Borrowers, the Parent and the other Guarantors
wish to amend the Credit Agreement to enable the Borrowers to refinance in full the outstanding Refinanced Term A-2 Loans with the proceeds of the 2014 February Replacement Term A-2 Loans (as defined below) as more fully provided herein; 

 WHEREAS, the Borrowers, the Parent, the other Guarantors, the Administrative Agent and the
2014 February Replacement Term A-2 Lenders wish to amend the Credit Agreement to provide for (i) the refinancing in full of all of the outstanding Refinanced Term A-2 Loans with the 2014 February Replacement Term A-2 Loans and
(ii) certain other modifications to the Credit Agreement, in each case on the terms and subject to the conditions set forth herein; and 

WHEREAS, pursuant to that certain Engagement Letter, dated as of January 30, 2014 between the Company, the Designated Borrower, Deutsche
Bank AG New York Branch and Deutsche Bank Securities Inc. (“DBSI”), DBSI has agreed to act as sole lead arranger and book running manager with respect to this Sixth Amendment and the 2014 February Replacement Term A-2 Loans
provided for hereunder; 
 NOW, THEREFORE, in consideration of the foregoing and for other good and valuable consideration, the receipt and
sufficiency of which are hereby acknowledged, it is agreed as follows: 
 SECTION 1. Amendments to Credit Agreement. 

(a) (i) Subject to the satisfaction (or waiver) of the conditions set forth in Section 2 hereof, the 2014 February
Replacement Term A-2 Lenders hereby agree to make 2014 February Replacement Term A-2 Loans to the Borrowers on the Sixth Amendment Effective Date (as defined below) as follows: 

(A) each Person with a 2014 February Replacement Term A-2 Loan Commitment (as defined below), in excess of any 2014 February
Replacement Term A-2 Loan Conversion Amount (as defined below) of such Person (each such commitment, a “New 2014 February Replacement Term A-2 Loan Commitment” and each such Person, a “New 2014 February Replacement
Term A-2 Lender” and, together with the 2014 February Converting Term A-2 Lenders and the Designated 2014 February Replacement Term A-2 Lender, collectively the “2014 February Replacement Term A-2 Lenders”)
severally agrees to make and fund to the Designated Borrower a new loan (each, a “New 2014 February Replacement Term A-2 Loan”, together with the Converted 2014 February Replacement Term A-2 Loans (as defined below),
collectively, the “2014 February Replacement Term A-2 Loans”) in Dollars in a principal amount equal to such New 2014 February Replacement Term A-2 Lender’s New 2014 February Replacement Term A-2 Loan Commitment on
the Sixth Amendment Effective Date and (B) each 2014 February Converting Term A-2 Lender severally agrees to convert its existing Refinanced Term A-2 Loans into 2014 February Replacement Term A-2 Loans on the Sixth Amendment Effective
Date in a principal amount equal to such 2014 February Converting Term A-2 Lender’s 2014 February Replacement Term A-2 Loan Conversion Amount, to refinance all outstanding Refinanced Term A-2 Loans in accordance with
Section 11.01 of the Credit Agreement and this Sixth Amendment. 
 It is understood and agreed that the 2014 February
Replacement Term A-2 Loans being made pursuant to this Sixth Amendment shall constitute “Replacement Term Loans” as defined in, and pursuant to, Section 11.01 of the Credit Agreement and the Refinanced Term A-2 Loans being refinanced
shall constitute “Refinanced Term Loans” as defined in, and pursuant to, such Section 11.01. Except as expressly provided in this Sixth Amendment (including as to Applicable Rate and call protection) and the Credit Agreement (as
modified hereby), the 2014 February Replacement Term A-2 Loans shall be on terms identical to the Refinanced Term A-2 Loans (including as to maturity, Guarantors (except to the extent expressly provided herein), Collateral (and ranking) and
payment priority). 

  
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 (ii) DBSI has prepared a schedule (the “2014 February Replacement Term A-2 Loan
Commitment Schedule”) which sets forth the allocated commitments received by it with respect to the 2014 February Replacement Term A-2 Loans (the “2014 February Replacement Term A-2 Loan Commitments”) from the
2014 February Replacement Term A-2 Lenders and has notified each 2014 February Replacement Term A-2 Lender of its allocated 2014 February Replacement Term A-2 Loan Commitment. Each of the 2014 February Replacement Term A-2
Lenders by providing its 2014 February Replacement Term A-2 Loan Commitment has consented to the terms of this Sixth Amendment and, in the case of any New 2014 February Replacement Term A-2 Lender, shall become a party to the Amended
Credit Agreement pursuant to one or more Assignment and Assumptions. On the Sixth Amendment Effective Date, all then outstanding Refinanced Term A-2 Loans shall be refinanced in full as follows: 

(s) the outstanding aggregate principal amount of Refinanced Term A-2 Loans of each Lender that (i) is an existing
Lender with respect to Refinanced Term A-2 Loans prior to giving effect to this Sixth Amendment (each, an “Existing Term A-2 Lender”) and (ii) is not a 2014 February Converting Term A-2 Lender (a Lender meeting the
requirements of clauses (i) and (ii), each, a “2014 February Non-Converting Term A-2 Lender”) shall be repaid in full in cash with respect to its Refinanced Term A-2 Loans; 

(t) to the extent any Existing Term A-2 Lender has a 2014 February Replacement Term A-2 Loan Commitment (for this
purpose excluding any New 2014 February Replacement Term A-2 Loan Commitment) that is less than the full outstanding aggregate principal amount of Refinanced Term A-2 Loans of such Existing Term A-2 Lender as determined by DBSI and the
Designated Borrower in accordance with clause (ii)(u) below, such Existing Term A-2 Lender shall be repaid in cash in an amount equal to the difference between such Existing Term A-2 Lender’s 2014 February Replacement Term A-2 Loan
Commitment and the outstanding aggregate principal amount of such Existing Term A-2 Lender’s Refinanced Term A-2 Loans (the “Non-Converting Portion”); 

(u) the outstanding aggregate principal amount of Refinanced Term A-2 Loans of each Existing Term A-2 Lender which has
executed this Sixth Amendment as a “2014 February Converting Term A-2 Lender” (each, a “2014 February Converting Term A-2 Lender”) shall automatically be converted into 2014 February Replacement Term A-2 Loans (the
“Converted 2014 February Replacement Term A-2 Loans”) in a principal amount equal to such 2014 February Converting Term A-2 Lender’s 2014 February Replacement Term A-2 Loan Conversion Amount (each such
conversion, a “Term A-2 Loan Conversion”). For purposes of this Sixth Amendment, a 2014 February Converting Term A-2 Lender’s “2014 February Replacement Term A-2 Loan Conversion Amount” shall mean the
amount determined by DBSI and the Designated Borrower as the final amount of such 2014 February Converting Term A-2 Lender’s Term A-2 Loan Conversion on the Sixth Amendment Effective Date and notified to each such 2014 February
Converting Term A-2 Lender by DBSI promptly after the Sixth Amendment Effective Date. The “2014 February Replacement Term A-2 Loan Conversion Amount” of any 2014 February Converting Term A-2 Lender shall not exceed (but may be less
than) the principal amount of such 2014 February Converting Term A-2 Lender’s Refinanced Term A-2 Loans immediately prior to the Sixth Amendment Effective Date. All such determinations made by DBSI and the Designated Borrower shall, absent
manifest error, be final, conclusive and binding on the Designated Borrower, the Lenders and the Administrative Agent and neither the Designated Borrower nor DBSI shall have any liability to any Person with respect to such determination absent gross
negligence or willful misconduct; and 

  
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 (v) the Designated 2014 February Replacement Term A-2 Lender agrees to make
to the Designated Borrower a New 2014 February Replacement Term A-2 Loan in Dollars in a principal amount equal to the aggregate principal amount of all New 2014 February Replacement Term A-2 Loan Commitments on the Sixth Amendment
Effective Date. 
 (iii) Each 2014 February Replacement Term A-2 Lender hereby agrees to fund its 2014 February Replacement Term
A-2 Loans in an aggregate principal amount equal to such 2014 February Replacement Term A-2 Lender’s 2014 February Replacement Term A-2 Loan Commitment as follows: 

(A) each 2014 February Converting Term A-2 Lender shall fund its Converted 2014 February Replacement Term A-2 Loan to the Designated
Borrower by converting all or a portion of its then outstanding principal amount of Refinanced Term A-2 Loans into a Converted 2014 February Replacement Term A-2 Loan in a principal amount equal to such 2014 February Converting Term A-2
Lender’s 2014 February Replacement Term A-2 Loan Conversion Amount as provided in clause (ii)(u) above, (B) each New 2014 February Replacement Term A-2 Lender shall fund in cash its 2014 February Replacement Term A-2 Loans
in an aggregate principal amount equal to such New 2014 February Replacement Term A-2 Lender’s New 2014 February Replacement Term A-2 Loan Commitment to the Designated 2014 February Replacement Term A-2 Lender unless otherwise
agreed by the Designated Borrower and the Administrative Agent and (C) and the Designated 2014 February Replacement Term A-2 Lender shall fund in cash to the Designated Borrower, on behalf of each New 2014 February Replacement Term
A-2 Lender with a New 2014 February Replacement Term A-2 Loan Commitment, an amount equal to such New 2014 February Replacement Term A-2 Lender’s New 2014 February Replacement Term A-2 Loan Commitment. 

(iv) The Converted 2014 February Replacement Term A-2 Loans subject to the Term A-2 Loan Conversion shall be allocated ratably to the
outstanding Borrowings of Refinanced Term A-2 Loans (based upon the relative principal amounts of Borrowings of Refinanced Term A-2 Loans subject to different Interest Periods immediately prior to giving effect thereto). Each resulting
“borrowing” of Converted 2014 February Replacement Term A-2 Loans shall constitute a new “Borrowing” under the Credit Agreement and be subject to the same Interest Period (and the same Eurocurrency Rate) applicable to the
Borrowing of Refinanced Term A-2 Loans to which it relates, which Interest Period shall continue in effect until such Interest Period expires and a new Type of Borrowing is selected in accordance with the provisions of Section 2.02 of the
Credit Agreement. New 2014 February Replacement Term A-2 Loans shall be initially incurred pursuant to one “borrowing” of Eurocurrency Rate Loans which shall be allocated ratably to the outstanding “deemed” Borrowings of
Converted 2014 February Replacement Term A-2 Loans on the Sixth Amendment Effective Date (based upon the relative principal amounts of the deemed Borrowings of Converted 2014 February Replacement Term A-2 Loans subject to different
Interest Periods on the Sixth Amendment Effective Date after giving effect to the foregoing provisions of this clause (iv)). Each such “borrowing” of New 2014 February Replacement Term A-2 Loans shall (i) be added to (and made a
part of) the related deemed Borrowing of Converted 2014 February Replacement Term A-2 Loans and (ii) be subject to (x) an Interest Period which commences on the Sixth Amendment Effective Date and ends on the last day of the Interest
Period applicable to the related deemed Borrowing of Converted 2014 February Replacement Term A-2 Loans to which it is added and (y) the same Eurocurrency Rate, applicable to such deemed Borrowing of Converted 2014 February
Replacement Term A-2 Loans. The Applicable Rate of such Borrowing of 2014 February Replacement Term A-2 Loans shall be the Applicable Rate set forth in the Amended Credit Agreement. 

  
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 (v) On the Sixth Amendment Effective Date, the Borrowers shall pay in cash (x) all interest
accrued on the Refinanced Term A-2 Loans through the Sixth Amendment Effective Date and (y) to each 2014 February Non-Converting Term A-2 Lender and each 2014 February Converting Term A-2 Lender in respect of any Non-Converting
Portion of that 2014 February Converting Term A-2 Lender, any breakage loss or expenses due under Section 3.05 of the Credit Agreement (it being understood that existing Interest Periods of the Refinanced Term A-2 Loans held by
2014 February Replacement Term A-2 Lenders prior to the Sixth Amendment Effective Date shall continue on and after the Sixth Amendment Effective Date pursuant to preceding clauses (iii) and (iv) and shall accrue interest in accordance
with Section 2.08 of the Credit Agreement on and after the Sixth Amendment Effective Date as if the Sixth Amendment Effective Date were a new Borrowing date). Notwithstanding anything to the contrary in Section 1(a)(v) or in
Section 3.05 of the Credit Agreement, each 2014 February Converting Term A-2 Lender hereby waives (other than in respect of any Non-Converting Portion of that 2014 February Converting Term A-2 Lender), and each New 2014 February
Replacement Term A-2 Lender with a New 2014 February Replacement Term A-2 Loan Commitment irrevocably waives (by execution of an Assignment and Assumption with respect to any 2014 February Replacement Term A-2 Loans), any entitlement to
any breakage loss or expenses due under Section 3.05 of the Credit Agreement with respect to the repayment of any Refinanced Term A-2 Loans it holds as an Existing Term A-2 Lender which have been converted into or replaced or repaid with
2014 February Replacement Term A-2 Loans on the Sixth Amendment Effective Date. 
 (vi) Promptly following the Sixth Amendment Effective
Date, all Notes, if any, evidencing the Refinanced Term A-2 Loans shall be cancelled, and any 2014 February Replacement Term A-2 Lender may request that its 2014 February Replacement Term A-2 Loan be evidenced by a Note pursuant to
Section 2.11(a) of the Credit Agreement. 
 (vii) Notwithstanding anything to the contrary contained in the Credit Agreement, all
proceeds of the New 2014 February Replacement Term A-2 Loans (if any) will be used solely to repay outstanding Refinanced Term A-2 Loans of 2014 February Non-Converting Term A-2 Lenders (if any) and outstanding Refinanced Term A-2 Loans of
2014 February Converting Term A-2 Lenders in an amount equal to any Non-Converting Portion (if any) of such 2014 February Converting Term A-2 Lenders’ Refinanced Term A-2 Loans, in each case on the Sixth Amendment Effective Date. 

  
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 (viii) On the Sixth Amendment Effective Date (after giving effect to this Sixth Amendment), the
aggregate outstanding principal amount of the 2014 February Replacement Term A-2 Loans shall be $213,179,843.36. 
 (b) Subject to the
satisfaction (or waiver) of the conditions set forth in Section 2 hereof, upon the making of the 2014 February Replacement Term A-2 Loans, the Credit Agreement is hereby amended as follows: 

(i) The introductory paragraph of the Credit Agreement is hereby amended by deleting the words “9-11, rue de Louvigny, L-1946” and
inserting the words “5 Rue Guillaume Kroll, L-1882” in lieu thereof. 
 (ii) Section 1.01 of the Credit Agreement is hereby
amended by adding the following definitions in appropriate alphabetical order: 
 “2014 February Converting Term A-2 Lender”
has the meaning provided in the Sixth Amendment. 
 “2014 February Replacement Term A-2 Lender” has the meaning provided in
the Sixth Amendment. 
 “2014 February Replacement Term A-2 Loan” has the meaning provided in the Sixth Amendment. 

“2014 February Replacement Term A-2 Loan Commitment” has the meaning provided in the Sixth Amendment. 

“Designated 2014 February Replacement Term A-2 Lender” has the meaning provided in the Sixth Amendment. 

“New 2014 February Replacement Term A-2 Lender” has the meaning provided in the Sixth Amendment. 

“Sixth Amendment” means the Sixth Amendment, dated as of February 12, 2014, to this Agreement by and among the Borrowers,
the Parent, the other Guarantors, the Administrative Agent, the Designated 2014 February Replacement Term A-2 Lender and the 2014 February Converting Term A-2 Lenders. 

“Sixth Amendment Effective Date” means February 12, 2014. 

  
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 (iii) The first paragraph of the definition of “Applicable Rate” appearing in
Section 1.01 of the Credit Agreement is hereby amended by amending and restating it in its entirety as follows: 
 “Applicable
Rate” means (a) with respect to an Incremental Term Loan, the percentage(s) per annum set forth in the applicable Incremental Term Loan Agreement; (b) at any time when the Consolidated Net Senior Secured Leverage Ratio is greater
than or equal to 3.00:1 (“Pricing Tier 1”), with respect to Revolving Loans and Term A-1 Loans (i) maintained as Base Rate Loans, 1.75% per annum and (ii) maintained as Eurocurrency Rate Loans, 2.75% per annum;
(c) at any time when the Consolidated Net Senior Secured Leverage Ratio is less than 3.00:1 (“Pricing Tier 2”), with respect to Revolving Loans and Term A-1 Loans (i) maintained as Base Rate Loans, 1.50% per annum and
(ii) maintained as Eurocurrency Rate Loans, 2.50% per annum; (d) at all times, with respect to 2014 February Replacement Term A-2 Loans (i) maintained as Base Rate Loans, 1.00% per annum and (ii) maintained as
Eurocurrency Rate Loans, 2.00% per annum; (e) at any time when the Consolidated Net Senior Secured Leverage Ratio is greater than or equal to 2.75:1, with respect to 2013 Replacement Term B-1 Loans or 2013 Replacement Term B-2 Loans
(i) maintained as Base Rate Loans, 1.75% per annum and (ii) maintained as Eurocurrency Rate Loans, 2.75% per annum; (f) at any time when the Consolidated Net Senior Secured Leverage Ratio is less than 2.75:1, with respect to
2013 Replacement Term B-1 Loans or 2013 Replacement Term B-2 Loans (i) maintained as Base Rate Loans, 1.50% per annum and (ii) maintained as Eurocurrency Rate Loans, 2.50% per annum; (g) at all times, with respect to Bridge
Loans (i) maintained as Base Rate Loans, 1.75% per annum and (ii) maintained as Eurocurrency Rate Loans, 2.75% per annum; and (h) with respect to (i) the commitment fees payable in respect of undrawn Revolving
Commitments pursuant to Section 2.09(a) and (ii) the Letter of Credit Fees, the following percentages per annum: 
  

													
	 Pricing Tier
	  	Consolidated
Net Senior
Secured
Leverage
Ratio	 	  	Commitment
Fee	 	 	Letters
of
Credit	 
	 1
	  	 	33.00:1.0	  	  	 	0.50	% 	 	 	2.75	% 
	 2
	  	 	<3.00:1.0	  	  	 	0.375	% 	 	 	2.75	% 

 in each case in clauses (b), (c), (e), (f) and (h) above based
upon the Consolidated Net Senior Secured Leverage Ratio as set forth in the most recent Compliance Certificate received by the Administrative Agent pursuant to Section 7.02(b). 

  
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 (iv) The definition of “Commitment” in Section 1.01 of the Credit
Agreement is hereby amended by amending and restating it in its entirety as follows: 
 “Commitment” means
with respect to each Lender (i) as to each Revolving Lender, the Revolving Commitment of such Revolving Lender, (ii) as to each Term A-1 Lender, the Term A-1 Commitment of such Term A-1 Lender, (iii) as to each Initial Term A-2
Lender, the Term A-2 Commitment of such Initial Term A-2 Lender, (iv) as to each Initial Term B-1 Lender, the Term B-1 Commitment of such Initial Term B-1 Lender, (v) as to each Initial Term B-2 Lender, the Term B-2 Commitment of such
Initial Term B-2 Lender, (vi) as to each Initial Bridge Lender, the Bridge Commitment of such Initial Bridge Lender, (vii) as to each 2013 Replacement Term Lender, the commitment of such 2013 Replacement Term Lender to make the 2013
Replacement Term Loans as provided in Section 1 of the Fifth Amendment in an aggregate amount not to exceed the 2013 Replacement Term Loan Commitments of such 2013 Replacement Term Lender, as such amount may be adjusted from time to time in
accordance with this Agreement and the Fifth Amendment, (viii) as to each 2014 February Replacement Term A-2 Lender, the commitment of such 2014 February Replacement Term A-2 Lender to make the 2014 February Replacement Term A-2
Loans as provided in Section 1 of the Sixth Amendment in an aggregate amount not to exceed the 2014 February Replacement Term A-2 Loan Commitments of such 2014 February Replacement Term A-2 Lender, as such amount may be adjusted from
time to time in accordance with this Agreement and the Sixth Amendment and (ix) as to any Incremental Term Loan, the Incremental Term Loan Commitment of such Lender. 

(v) Clause (b) of the definition of “Consolidated EBITDA” in Section 1.01 of the Credit Agreement is hereby amended
by (A) deleting the word “and” at the end of clause (xiv) thereof, (B) deleting the word “minus” at the end of clause (xv) thereof and inserting the word “and” in lieu thereof and
(C) adding a new clause (xvi) immediately after clause (xv) as follows: 
 “(xvi) any fees, expenses or charges incurred
or paid in connection with the Sixth Amendment, in each case deducted in computing Consolidated Net Income, minus”. 
 (vi)
Clause (b) of the definition of “Excess Cash Flow” in Section 1.01 of the Credit Agreement is hereby amended by (A) deleting the word “and” at the end of clause (xii) thereof, (B) deleting the
words “plus/minus” at the end of clause (xiv) thereof and inserting the word “and” in lieu thereof and (C) adding a new clause (xv) immediately after clause (xiv) as follows: 

“(xv) any fees, expenses or charges incurred or paid in connection with the Sixth Amendment, in each case not deducted in computing
Consolidated Net Income; plus/minus” 
 (vii) Section 1.01 of the Credit Agreement is hereby amended by amending and
restating the definition of “Funded Term A-2 Loan” in its entirety as follows: 
 “Funded Term A-2 Loan”
means (a) prior to the Sixth Amendment Effective Date, the meaning specified in Section 2.02(f) and (b) on and after the Sixth Amendment Effective Date and upon the making of the 2014 February Replacement Term A-2 Loans
pursuant to, and in accordance with the terms of, Section 2.01(b)(ix) and the Sixth Amendment, the 2014 February Replacement Term A-2 Loans. 

  
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 (viii) Section 2.01(b) of the Credit Agreement is hereby amended by inserting the following
clause (ix) at the end of said Section: 
 “(ix) On the Sixth Amendment Effective Date, each 2014 February Replacement Term
A-2 Lender with a 2014 February Replacement Term A-2 Loan Commitment severally agrees to make to the Designated Borrower a 2014 February Replacement Term A-2 Loan denominated in Dollars in a principal amount equal to such
2014 February Replacement Term A-2 Lender’s 2014 February Replacement Term A-2 Loan Commitment in accordance with the terms and conditions of the Sixth Amendment (including by way of conversion of Refinanced Term A-2 Loans (as defined
in the Sixth Amendment) into 2014 February Replacement Term A-2 Loans).” 
 (ix) Section 2.06(b) of the Credit Agreement is
hereby amended by inserting the following clause (vii) at the end of said Section: 
 “(vii) The 2014 February Replacement
Term A-2 Loan Commitment of the Designated 2014 February Replacement Term A-2 Lender and each 2014 February Converting Term A-2 Lender (other than any obligation of a 2014 February Converting Term A-2 Lender to fund the Designated
2014 February Replacement Term A-2 Lender in respect of any New 2014 February Replacement Term A-2 Loan Commitment) shall terminate in its entirety on the Sixth Amendment Effective Date (after giving effect to the incurrence of the
2014 February Replacement Term A-2 Loans on such date).” 
 (x) Section 2.07(ii) of the Credit Agreement is hereby amended by
amending and restating it in its entirety as follows: 
 “Funded Term A-2 Loans. The Designated Borrower shall pay to each Funded
Term A-2 Lender on each principal payment date set out below the specified percentage of the Funded Term A-2 Loans owing by the Designated Borrower to such Funded Term A-2 Lender (which amounts shall be reduced as a result of the application of
prepayments in accordance with the order of priority set forth in Section 2.05), with the final such payment being in the aggregate principal amount of all Funded Term A-2 Loans then outstanding to the Designated Borrower: 

 

			
	 Principal Payment Date

Falling on or Nearest to:
	  	 Percentage of

Payment on last day of fiscal quarter

		
	March 31, 2014	  	1.25% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	June 30, 2014	  	1.25% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	September 30, 2014	  	2.50% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	December 31, 2014	  	2.50% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	March 31, 2015	  	2.50% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	June 30, 2015	  	2.50% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	September 30, 2015	  	2.50% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	December 31, 2015	  	2.50% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	March 31, 2016	  	2.50% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	June 30, 2016	  	2.50% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	September 30, 2016	  	3.125% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	December 31, 2016	  	3.125% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	March 31, 2017	  	3.125% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	June 30, 2017	  	3.125% of the sum of the aggregate principal amount of Funded Term A-2 Loans
		
	September 30, 2017	  	3.125% of the sum of the aggregate principal amount of Funded Term A-2 Loans

  
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 provided, however, that the final principal repayment installment
of the Funded Term A-2 Loans shall be repaid on the Maturity Date for Term A-2 Loans and in any event shall be in an amount equal to the aggregate principal amount of all Funded Term A-2 Loans outstanding on
such date.” 
 (xi) Section 7.11 of the Credit Agreement is hereby amended by inserting the following clause (d) after clause
(c) thereof: 
 “(d) Use the proceeds of the 2014 February Replacement Term A-2 Loans incurred on the Sixth Amendment
Effective Date to repay and/or replace all Funded Term A-2 Loans outstanding immediately prior to the Sixth Amendment Effective Date.” 

SECTION 2. Conditions of Effectiveness of this Sixth Amendment. This Sixth Amendment shall become effective on the date when the
following conditions shall have been satisfied (or waived) (such date, the “Sixth Amendment Effective Date”): 
 (a) the
Borrowers, the Parent, the other Guarantors, the Administrative Agent and the 2014 February Converting Term A-2 Lenders shall have signed a counterpart hereof (whether the same or different counterparts) and shall have delivered (including by
way of facsimile or other electronic transmission) the same to White & Case LLP, 1155 Avenue of the Americas, New York, NY 10036, Attention: Joseph Petruccelli (2014ProjectGalaxyReplacementTL@whitecase.com; facsimile number
212-354-8113), counsel to the Administrative Agent; 

  
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 (b) the Borrowers shall have paid, by wire transfer of immediately available funds, (i) to
DBSI, all fees payable pursuant to that certain Fee Letter entered into in connection with the Sixth Amendment, and (ii) to the Administrative Agent, for the ratable account of each Existing Term A-2 Lender, all accrued but unpaid interest on
the Refinanced Term A-2 Loans through the Sixth Amendment Effective Date; 
 (c) on the Sixth Amendment Effective Date and after giving
effect to this Sixth Amendment, (i) no Default or Event of Default shall have occurred and be continuing and (ii) all representations and warranties contained in the Credit Agreement and the other Loan Documents shall be true and correct
in all material respects with the same effect as though such representations and warranties had been made on the on the Sixth Amendment Effective Date (it being understood and agreed that (x) any representation or warranty which by its terms is
made as of a specified date shall be required to be true and correct in all material respects only as of such specified date and (y) any representation and warranty that is qualified as to “materiality,” “Material Adverse
Effect” or similar language shall be true and correct in all respects on such date); 
 (d) the Administrative Agent shall have received
from the Company a certificate executed by a Responsible Officer of the Company, certifying compliance with the requirements of preceding clause (c); 

(e) the Administrative Agent shall have received from the Parent a solvency certificate from the chief financial officer of the Parent (after
giving effect to the incurrence of the 2014 February Replacement Term A-2 Loans on the Sixth Amendment Effective Date and the application of the proceeds thereof) substantially in the form of the solvency certificate delivered on the Effective
Date pursuant to Section 5.01(i) of the Credit Agreement; 
 (f) the Administrative Agent shall have received the Acknowledgment and
Confirmation, substantially in the form of Exhibit A hereto, executed and delivered by an authorized officer of each of the Borrowers and each other Loan Party; 

(g) there shall have been delivered to the Administrative Agent (A) copies of resolutions of the board of directors of the Borrowers, the
Parent and the other Guarantors approving and authorizing the execution, delivery and performance of this Sixth Amendment and the Acknowledgement and Confirmation, substantially in the form of Exhibit A hereto, certified as of the Sixth Amendment
Effective Date by a Responsible Officer as being in full force and effect without modification or amendment (B) confirmation that the constituent documents of the Borrowers, the Parent and the other Guarantors have not changed since they were
last delivered to the Administrative Agent or its counsel or copies of any such constituent documents and (C) good standing certificates for the Borrowers, the Parent and the U.S. Subsidiaries from the jurisdiction in which they are organized;
and 
 (h) the Administrative Agent shall have received opinions as to US law from Wilmer Cutler Pickering Hale and Dorr LLP, legal counsel
to the Loan Parties, addressed to the Administrative Agent, the Collateral Agent, the 2014 February Replacement Term A-2 Lenders and the Lenders, in form and substance reasonably satisfactory to the Administrative Agent. 

  
 11 

 SECTION 3. Costs and Expenses. Each of the Loan Parties hereby reconfirms its obligations
pursuant to Section 11.04 of the Credit Agreement to pay and reimburse the Administrative Agent for all reasonable costs and expenses (including, without limitation, reasonable fees of counsel) incurred in connection with the negotiation,
preparation, execution and delivery of this Sixth Amendment and all other documents and instruments delivered in connection herewith. 

SECTION 4. Remedies. This Sixth Amendment shall constitute a “Loan Document” for all purposes of the Credit Agreement and the
other Loan Documents. 
 SECTION 5. Representations and Warranties. To induce the Administrative Agent and the 2014 February
Replacement Term A-2 Lenders to enter into this Sixth Amendment, each of the Loan Parties represents and warrants to the Administrative Agent and the 2014 February Replacement Term A-2 Lenders on and as of the Sixth Amendment Effective Date
that, in each case: 
 (a) this Sixth Amendment has been duly authorized, executed and delivered by it and each of this Sixth
Amendment and the Credit Agreement constitute its legal, valid and binding obligation, enforceable against it in accordance with its terms, except as may be limited by (i) applicable bankruptcy, insolvency, fraudulent transfer, reorganization,
moratorium or similar laws of general applicability relating to or limiting creditors’ rights generally and subject to general principles of equity, regardless of whether considered in a proceeding in equity or at law and (ii) the need for
filings and registrations necessary to create or perfect the Liens on Collateral granted by the Loan Parties in favor of the Collateral Agent; 

(b) no Default or Event of Default exists as of the Sixth Amendment Effective Date, both immediately before and after giving
effect to this Sixth Amendment; and 
 (c) the 2014 February Replacement Term A-2 Loans have been incurred in compliance
with the requirements of Section 11.01 of the Credit Agreement. 
 SECTION 6. Consent. Each of the Borrowers hereby consents to
the assignment of any Refinanced Term A-2 Loans to any 2014 February Replacement Term A-2 Lender who is not an Existing Term A-2 Lender in accordance with the 2014 February Replacement Term A-2 Loan Commitment Schedule. 

SECTION 7. Reference to and Effect on the Credit Agreement and the Loan Documents. 

(a) On and after the Sixth Amendment Effective Date, (i) each reference in the Credit Agreement to “this Agreement,”
“hereunder,” “hereof” or words of like import referring to the Credit Agreement shall mean and be a reference to the Credit Agreement, as amended by this Sixth Amendment; (ii) the 2014 February Replacement Term A-2
Loans shall constitute “Term Loans” for all purposes under the Credit Agreement and (iii) each 2014 February Replacement Term A-2 Lender shall constitute a “Lender” as defined in the Credit Agreement. 

(b) The Credit Agreement and each of the other Loan Documents, as specifically amended by this Sixth Amendment, are and shall continue to be in
full force and effect and are hereby in all respects ratified and confirmed. Without limiting the generality of the foregoing, the Collateral Documents and all of the Collateral described therein do and shall continue to secure the payment of all
Obligations of the Loan Parties under the Loan Documents, in each case, as amended by this Sixth Amendment. 

  
 12 

 (c) The execution, delivery and effectiveness of this Sixth Amendment shall not, except as
expressly provided herein, operate as a waiver of any right, power or remedy of any Lender or the Administrative Agent under any of the Loan Documents, nor constitute a waiver of any provision of any of the Loan Documents. 

SECTION 8. Governing Law. THIS SIXTH AMENDMENT SHALL BE GOVERNED BY, AND CONSTRUED IN ACCORDANCE WITH, THE LAW OF THE STATE OF NEW YORK
WITHOUT GIVING EFFECT TO THE CONFLICTS OF LAWS PRINCIPLES THEREOF, BUT INCLUDING SECTION 5-1401 OF THE NEW YORK GENERAL OBLIGATIONS LAW. 

SECTION 9. Counterparts. This Sixth Amendment may be executed in any number of counterparts and by the different parties hereto on
separate counterparts, each of which counterparts when executed and delivered shall be an original, but all of which shall together constitute one and the same instrument. A complete set of counterparts shall be lodged with the Company and the
Administrative Agent. 
 SECTION 10. Electronic Execution. The words “execution,” “signed,”
“signature,” and words of like import in this Sixth Amendment or in any amendment or other modification hereof (including waivers and consents) shall be deemed to include electronic signatures or the keeping of records in electronic form,
each of which shall be of the same legal effect, validity or enforceability as a manually executed signature or the use of a paper-based recordkeeping system, as the case may be, to the extent and as provided for in any applicable law, including the
Federal Electronic Signatures in Global and National Commerce Act, the New York State Electronic Signatures and Records Act, or any other similar state laws based on the Uniform Electronic Transactions Act. 

[The remainder of this page is intentionally left blank.] 

  
 13 

 IN WITNESS WHEREOF, the parties hereto have caused their duly authorized officers to execute and
deliver this Sixth Amendment as of the date first above written. 
 BORROWERS: 

 

			
	SS&C TECHNOLOGIES, INC.
		
	By:	 	/s/ Patrick J. Pedonti
		 	Name: Patrick J. Pedonti
		 	Title: Senior Vice President and Treasurer

  

			
	SS&C TECHNOLOGIES HOLDINGS EUROPE
		
	By:	 	/s/ Patrick J. Pedonti
		 	Name: Patrick J. Pedonti
		 	Title: Type A Manager

 PARENT: 
  

			
	 SS&C TECHNOLOGIES HOLDINGS, INC.

		
	By:	 	/s/ Patrick J. Pedonti
		 	  

		 	Name: Patrick J. Pedonti
		 	Title:   Senior Vice President, Chief
		 	            Financial Officer & Treasurer

 Signature Page to Sixth Amendment to SS&C Credit Agreement 

							
	GUARANTORS:	 		 	SS&C TECHNOLOGIES NEW JERSEY, INC.
				
		 		 	 By:
	 	 /s/ Patrick J. Pedonti

		 		 		 	Name: Patrick J. Pedonti
		 		 		 	Title: Vice President and Treasurer
			
		 		 	FINANCIAL MODELS COMPANY LTD.
				
		 		 	By:	 	/s/ Patrick J. Pedonti
		 		 		 	Name: Patrick J. Pedonti
		 		 		 	Title: Vice President and Treasurer 
			
		 		 	GLOBEOP FINANCIAL SERVICES LLC
				
		 		 	By:	 	/s/ Patrick J. Pedonti
		 		 		 	Name: Patrick J. Pedonti
		 		 		 	Title: Management Committee Member
				
		 		 	By:	 	/s/ Normand A. Boulanger
		 		 		 	Name: Normand A. Boulanger
		 		 		 	Title: Management Committee Member
			
		 		 	SS&C EUROPEAN HOLDINGS
				
		 		 	By:	 	/s/ Patrick J. Pedonti
		 		 		 	Name: Patrick J. Pedonti
		 		 		 	Title: Type A Manager
			
		 		 	SS&C TECHNOLOGIES IRELAND LIMITED
				
		 		 	By:	 	/s/ Patrick J. Pedonti
		 		 		 	Name: Patrick J. Pedonti
		 		 		 	Title: Director

 Signature Page to Sixth Amendment to SS&C Credit Agreement 

  

			
	FINANCIAL MODELS CORPORATION LIMITED
		
	By:	 	/s/ Patrick J. Pedonti
		 	Name: Patrick J. Pedonti
		 	Title: Director
	
	SS&C TECHNOLOGIES LIMITED
		
	By:	 	/s/ Patrick J. Pedonti
		 	Name: Patrick J. Pedonti
		 	Title: Director
	
	GLOBEOP FINANCIAL SERVICES LIMITED
		
	By:	 	/s/ Patrick J. Pedonti
		 	Name: Patrick J. Pedonti
		 	Title: Director
	
	GLOBEOP FINANCIAL SERVICES (SWITZERLAND) GMBH
		
	By:	 	/s/ Patrick J. Pedonti
		 	Name: Patrick J. Pedonti
		 	Title: Member of the Board of Directors
	
	 GLOBEOP FINANCIAL SERVICES

(CAYMAN) LIMITED

		
	By:	 	 /s/ Patrick J. Pedonti 

		 	Name: Patrick J. Pedonti
		 	Title: Director

 Signature Page to Sixth Amendment to SS&C Credit Agreement 

  

			
	DEUTSCHE BANK AG NEW YORK BRANCH, as Administrative Agent, 2014 February Replacement Term A-2 Lender and Designated 2014 February Replacement Term A-2 Lender
		
	By:	 	 /s/ Anca Trifan

		 	Name:  Anca Trifan
		 	Title:    Managing Director
		
	By:	 	/s/ Michael Winters
		 	Name:  Michael Winters
		 	Title:    Vice President

 Signature Page to Sixth Amendment to SS&C Credit Agreement 

 EXHIBIT A 

FORM OF ACKNOWLEDGMENT AND CONFIRMATION 

1. Reference is made to the Sixth Amendment, dated as of February 12, 2014 (the “Sixth Amendment”), to the Credit
Agreement, dated as of March 14, 2012 (as amended, the “Credit Agreement”), by and among SS&C TECHNOLOGIES HOLDINGS, INC., a Delaware corporation (the “Parent”), SS&C TECHNOLOGIES INC., a Delaware
corporation (the “Company”), SS&C TECHNOLOGIES HOLDINGS EUROPE, a société à responsabilité limitée organized under the laws of Luxembourg, having its registered office at 5 Rue Guillaume
Kroll, L-1882 Luxembourg and registered with the Luxembourg Register of Commerce and Companies under number B163.061 (the “Designated Borrower”, and together with the Company, the “Borrowers” and each a
“Borrower”), certain subsidiaries of the Parent party hereto as guarantors (together with the Parent, the “Guarantors”), DEUTSCHE BANK AG NEW YORK BRANCH, as administrative agent (in such capacity, the
“Administrative Agent”), and as designated 2014 February Replacement Term A-2 Lender (in such capacity, the “Designated 2014 February Replacement Term A-2 Lender”), and each 2014 February Converting
Term A-2 Lender (as defined in the Sixth Amendment). Capitalized terms used herein but not otherwise defined shall have the meanings set forth in the Credit Agreement or Sixth Amendment, as applicable. 

2. Certain provisions of the Credit Agreement are being amended and/or modified pursuant to the Sixth Amendment. Each of the parties hereto
hereby agrees, with respect to each Loan Document to which it is a party, after giving effect to the Sixth Amendment: 
 (a)
all of its obligations, liabilities and indebtedness under such Loan Document, including guarantee obligations, shall remain in full force and effect on a continuous basis; and 

(b) all of the Liens and security interests created and arising under such Loan Document remain in full force and effect on a
continuous basis, and the perfected status and priority to the extent provided for in Section 6.19 of the Credit Agreement of each such Lien and security interest continues in full force and effect on a continuous basis, unimpaired,
uninterrupted and undischarged, as collateral security for its obligations, liabilities and indebtedness under the Credit Agreement and under its guarantees in the Loan Documents, to the extent provided in such Loan Documents. 

3. THIS ACKNOWLEDGMENT AND CONFIRMATION SHALL BE GOVERNED BY, AND CONSTRUED IN ACCORDANCE WITH, THE LAW OF THE STATE OF NEW YORK WITHOUT GIVING
EFFECT TO THE CONFLICTS OF LAWS PRINCIPLES THEREOF, BUT INCLUDING SECTION 5-1401 OF THE NEW YORK GENERAL OBLIGATIONS LAW. 
 4. This
Acknowledgment and Confirmation may be executed by one or more of the parties hereto on any number of separate counterparts (including by telecopy or other electronic transmission), and all of said counterparts taken together shall be deemed to
constitute one and the same instrument. 
 [rest of page intentionally left blank] 

 IN WITNESS WHEREOF, the parties hereto have caused this Acknowledgment and Confirmation to be
duly executed and delivered by their proper and duly authorized officers as of the day and year first above written. 
 BORROWERS: 

 

			
	SS&C TECHNOLOGIES, INC.
		
	By:	 	 
		 	Name:
		 	Title:

  

			
	SS&C TECHNOLOGIES HOLDINGS EUROPE
		
	By:	 	 
		 	Name:
		 	Title:

 PARENT: 
  

			
	SS&C TECHNOLOGIES HOLDINGS, INC.
		
	By:	 	 
		 	Name:
		 	Title:

 Signature Page to Acknowledgment and Confirmation - Sixth Amendment to SS&C Credit Agreement 

									
	GUARANTORS:	 		 	SS&C TECHNOLOGIES NEW JERSEY, INC.
					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:
				
		 		 		 	FINANCIAL MODELS COMPANY LTD.
					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:
				
		 		 		 	GLOBEOP FINANCIAL SERVICES LLC
					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:
					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:
				
		 		 		 	SS&C EUROPEAN HOLDINGS
					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:
				
		 		 		 	SS&C TECHNOLOGIES IRELAND LIMITED
					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:

  
 Signature Page to
Acknowledgment and Confirmation - Sixth Amendment to SS&C Credit Agreement 

									
		 		 	FINANCIAL MODELS CORPORATION LIMITED
					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:
				
		 		 		 	SS&C TECHNOLOGIES LIMITED
					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:
				
		 		 		 	GLOBEOP FINANCIAL SERVICES LIMITED
					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:
				
		 		 		 	 GLOBEOP FINANCIAL SERVICES

(SWITZERLAND) GMBH

					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:
				
		 		 		 	 GLOBEOP FINANCIAL SERVICES

(CAYMAN) LIMITED

					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:

  
 Signature Page to
Acknowledgment and Confirmation - Sixth Amendment to SS&C Credit Agreement 

									
		 		 	 DEUTSCHE BANK AG NEW YORK

BRANCH, as Administrative Agent, 2014 February

Replacement Term A-2 Lender and Designated
 2014 February
Replacement Term A-2 Lender

					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:
					
		 		 		 	By:	 	  

		 		 		 		 	Name:
		 		 		 		 	Title:

  
 Signature Page to
Acknowledgment and Confirmation - Sixth Amendment to SS&C Credit AgreementEX-10.1

 Exhibit 10.1 
 THE J. M. SMUCKER COMPANY 
 TOP MANAGEMENT SUPPLEMENTAL 

RETIREMENT BENEFIT PLAN 
 (JANUARY 1, 2013 RESTATEMENT) 

 THE J. M. SMUCKER COMPANY 

TOP MANAGEMENT SUPPLEMENTAL 
 RETIREMENT BENEFIT PLAN 
 (JANUARY 1, 2013 RESTATEMENT) 

The J. M. Smucker Company Top Management Supplemental Retirement Benefit Plan was established effective January 1, 1985, and amended
and restated effective May 1, 1994, for the purpose of supplementing the retirement benefits of certain officers and other key management employees of The J. M. Smucker Company and its subsidiaries who are selected to participate in the Plan,
and is intended to provide benefits for career employees of an Employer. The Plan was again amended and restated in its entirety, effective May 1, 1999, for individuals who retired, died or entered into pay status on or after August 1,
1998 to reflect the benefit changes made by the May 1, 1999 plan restatement beginning with the calendar month following the date on which the individual retired, died or entered into pay status, and was further amended effective
November 1, 2003, as to individuals who retired, died or otherwise terminated employment as of that date. The Plan has been operated in good faith compliance with the provisions of Code §409A and the regulations and other guidance
promulgated thereunder. The Company amended and restated the Plan in good faith, effective January 1, 2005, in order to comply with Code §409A and the regulations and other guidance promulgated thereunder. The Company amended and restated
the Plan again, effective January 1, 2009, to clarify certain provisions in order to more fully assure that the Plan was compliant with Code §409A. 
 The Plan was amended, effective January 1, 2011, to address the calculation of benefits that are delayed after Separation from Service, and to clarify both the impact of a lump sum election and the
interest rate used in determining such lump sum. The Plan was further amended, effective August 16, 2011, to provide Mr. Timothy P. Smucker (“Mr. Smucker”) with the same level of benefits under the Plan that he would be
entitled to receive if he ceased providing 

 
services to the Company on such effective date, i.e., approximately $11.4 million. Finally, the Plan was amended, effective January 1, 2012, to clarify the calculation of benefits the
commencement of which is delayed beyond the Benefit Target Date, as well as to clarify the calculation of benefits the start date of which does not coincide with the Annuity Starting Date, as defined in the Retirement Plan. The Company now amends
and restates the Plan again to incorporate those previous amendments into the Plan document and to clarify the rules regarding the election of benefits. 
 ARTICLE I 
 DEFINITIONS 

For the purposes hereof, the following words and phrases shall have the meanings indicated: 

1.1 The “Plan” means the supplemental retirement benefit plan as set forth herein, together with all amendments thereto, which
Plan shall be called “The J. M. Smucker Company Top Management Supplemental Retirement Benefit Plan.” 
 1.2 The
“Company” means The J. M. Smucker Company, an Ohio corporation, its corporate successors and assigns, or any corporation or any affiliated or related entity, partnership, proprietorship, limited liability company, with or into which said
corporation may be merged, consolidated, or reorganized, or to which substantially all of its assets may be sold. 
 1.3 A
“Subsidiary” means any corporation 50% or more of the issued and outstanding stock of which is owned or controlled by the Company, directly or indirectly, or any other related entity, including a partnership, a limited liability company or
a sole proprietorship, 50% or more of the interests of which are owned by the Company either directly or indirectly. 
 1.4 An
“Employer” means the Company and any Subsidiary. 

  
 -3-

 1.5 A “Participant” means a key executive of the Company or of a Subsidiary who is
selected from time to time by the board of directors to participate in the Plan. A Participant’s selection and approval to participate in the Plan shall be evidenced in writing in the form of a contract between the Participant and the Company.

 1.6 The “Retirement Plan” means The J. M. Smucker Company Employees’ Retirement Plan. 

1.7 The “Final Average Monthly Salary” of a Participant means the Participant’s “average monthly base
compensation” as provided in the Retirement Plan but determined using the highest aggregate base compensation, management bonuses and Christmas bonuses received by the Participant during any 60 consecutive full calendar months of employment
prior to the earlier of his retirement or other termination of employment or the date of any termination of the Retirement Plan. Except as provided below, for purposes of calculating Final Average Monthly Salary, any bonus earned by a Participant
during fiscal year of the Company shall be treated as having been paid to the Participant on the last day of the fiscal year to which such bonus relates, rather than on the later date of actual payment to the Participant. Only five
(5) consecutive years’ bonuses will be taken into consideration in determining Final Average Monthly Salary. However, any bonus paid to a Participant after his termination of employment will be included in determining Final Average Monthly
Salary only if such inclusion serves to increase his Final Average Monthly Salary; if inclusion of such bonus would cause his Final Average Monthly Salary to decrease, then such bonus shall be disregarded and an earlier year’s bonus used in
selecting the five (5) consecutive years’ bonuses to be taken into consideration. 
 1.8 A Participant’s
“Normal Retirement Date” means the date on which he attains age 65. 

  
 -4-

 1.9 The “Social Security Offset Amount” of a Participant means his estimated
monthly Primary Insurance Amount under the federal Social Security Act as in effect on the day immediately preceding the earlier of his retirement or other termination of employment or any termination of the Plan; moreover, if such event occurs
before the Participant attains age 62, his estimated monthly Primary insurance Amount shall be equal to the amount he would receive at age 62 on the assumption that from and after the date of his retirement or termination the Participant will
receive no further compensation which is treated as wages for purposes of the Act. Provided, however, if an Employee previously had incurred a Total Disability and was entitled to receive long-term disability benefits under any plan maintained by an
Employer, computation of his monthly Primary Insurance Amount upon subsequent retirement under the Plan shall he based on the Act in effect on his date of disability retirement. All estimates hereunder shall be made by the Company, upon the advice
of an actuary, using standards of uniform and non-discriminatory application. 
 1.10 A Participant’s “Monthly
Retirement Benefit” means the amount of monthly benefit to which he is entitled under the terms of this Plan, as determined in accordance with Article II hereof. 
 1.11 The “Years of Service” of a Participant means the Participant’s years of “benefit service” under the Retirement Plan but determined including any periods of employment after
his Normal Retirement Date. Years of Service shall include fractional years to the nearest 1/10th year based upon the number of days since the employment anniversary date. 

  
 -5-

 1.12 “Actuarial Equivalent” for purposes of determining the single lump sum
equivalent optional form of payment provided in Section 2.6 of the Plan, means equality in value of the aggregate amounts expected to be received under the single life annuity payable at the Participant’s date of benefit commencement, and
the single lump sum form of payment and shall be determined using the following: 
  

	 	(a)	Mortality Rates shall be based on a 50% male and 50% female unisex blend of the 1994 Group Annuity Reserve table projected to 2002 using Projection Scale AA; and

  

	 	(b)	The Interest Rate shall be the discount rate selected by the Company for purposes of corporate financial reporting of the obligation for this Plan under applicable
financial accounting standards (originally SFAS No. 87, and subsequently amended), for the fiscal year ending on the April 30 prior to the fiscal year in which the Benefit Target Date occurs as provided in Section 2.6.

 Actuarial Equivalent for all other purposes under the Plan shall have the same meaning as provided in the
Retirement Plan for purposes other than a single lump sum equivalent form of payment. 
 1.13 “Code” means the Internal
Revenue Code of 1986 as amended from time to time, and any lawful regulations or other pronouncements relating thereto. 
 1.14
The “Committee” means the Executive Committee of the Company. 
 1.15 “Separation from Service” means a
separation from service as defined in Code §409A with the Company and all other related employers of the Company (as determined under Code §414), which Code §409A is incorporated herein by reference, generally including the severance
of the Employee’s employment relationship for any reason, voluntarily or involuntarily, and with or without cause, including without limitation, quit, discharge, retirement, death, leave of absence (including military leave, sick leave, or
other bona fide leave of absence if the period of such leave exceeds the greater of six (6) months, or the period for which the Employee’s right to reemployment is provided either by statute or by contract) or permanent decrease in service
to the Company and all such other related employers to a level that is no more than twenty percent (20%) of its prior level. 

  
 -6-

 1.16 A “Specified Employee” refers to an individual defined in Code §416(i)
without regard to paragraph (5) of that Section as of the date of the individual’s Separation from Service determined as provided in Treasury Regulation §1.409A-1(i). 

1.17 “Totally Disabled” or “Total Disability” means the first to occur of the following conditions, all as determined
in accordance with Code §409A: 
  

	 	(a)	The Participant is unable to engage in any substantial gainful activity by reason of any medically determinable physical or mental impairment that can be expected to
result in death or can be expect to last for a continuous period of not less than 12 months; or 

  

	 	(b)	The Participant is, by reason of any medically determinable physical or mental impairment that can be expected to result in death or can be expected to last for a
continuous period of not less than 12 months, receiving income replacement benefits for a period of not less than 3 months under any plan covering employees of the Employer; or 

 

	 	(c)	The Participant has been determined to be totally disabled by the Social Security Administration. 

Wherever used herein, the masculine pronoun shall include the feminine, the singular shall include the plural, and the plural shall
include the singular. 
 ARTICLE II 
 SUPPLEMENTAL RETIREMENT BENEFITS 
 2.1 Vesting and Distribution Events;
Separation from Service. In order to be vested in his Monthly Retirement Benefit hereunder, a Participant must have ten (10) Years of Service (five (5) Years of Service with respect to death benefits) or be employed by the Employer on
his Normal Retirement Date. Distribution of vested benefits with respect to a Participant under the Plan, other than a Grandfathered Benefit, will be payable as set forth herein, based on the earliest to occur of such Participant’s Separation
from Service, death (to which Article III applies), or Total Disability (to which Section 2.2 applies) or the April 1 following the calendar year in which such Participant attains age 70-1/2, and provided that if death occurs prior to
benefit 

  
 -7-

 
commencement, Article III shall also be applicable. (For this purpose, in the event death or Total Disability causes a Separation from Service, such death or Total Disability, as applicable,
shall be deemed to occur earlier than the Separation from Service.) 
 If Separation from Service is the earliest such event for
a Participant, then the vested Monthly Retirement Benefit shall be paid to such eligible Participant in an amount determined pursuant to Section 2.3, commencing as of the first day of the month following the later of his attainment of age 55 or
his Separation from Service, except as such payment may be restricted by Section 8.15, and shall be payable monthly thereafter in accordance with the terms of Section 2.4, in the form of an optional form of benefit elected under
Section 2.5 (A), (B), (C), (D) or (E), or in a single lump sum payment if elected under Section 2.6, and provided that the Participant’s election is made in accordance with Section 2.7. 

If the April 1 following the calendar year in which such Participant attains age 70-1/2 is the earliest such event for a Participant,
then the vested Monthly Retirement Benefit shall be paid to such eligible Participant in an amount determined pursuant to Section 2.3, commencing as of such April 1, and shall be payable monthly thereafter in accordance with the terms of
Section 2.4, in the form of an optional form of benefit elected under Section 2.5(A), (B), (C), (D) or (E), or in a single lump sum payment if elected under Section 2.6, and provided that the Participant’s election is made
in accordance with Section 2.7. 
 2.2 Totally Disabled. A Participant for whom Total Disability is the first
distribution event described in Section 2.1 shall be eligible for a Monthly Retirement at his Normal Retirement Date. The Monthly Retirement Benefit shall be paid to such eligible totally Disabled Participant in an amount determined pursuant to
Section 2.3, commencing as of the first day of the month following his Normal Retirement Date, except as such payment may be restricted by 

  
 -8-

 
Section 8.15, and shall be payable monthly thereafter in accordance with the terms of Section 2.4, in the form of an optional form of benefit elected under Section 2.5(A), (B),
(C), (D) or (E), or in a single lump sum payment if elected under Section 2.6, and provided that the Participant’s election is made in accordance with Section 2.7. 

2.3 Amount of Monthly Retirement Benefit. A Participant whose Monthly Retirement Benefit commences on or after his Normal
Retirement Date shall be eligible for a normal retirement Monthly Retirement Benefit in an amount equal to: 
  

	 	(a)	two and one-half percent of his Final Average Monthly Salary multiplied by his Years of Service, not to exceed 20 years, plus an additional one percent for each Year of
Service after 20 years not to exceed an additional 5 years; less 

  

	 	(b)	100 percent of his Social Security Offset Amount; less 

  

	 	(c)	the amount of his monthly retirement benefit under the Retirement Plan. In calculating the amount of the offset under this paragraph (c), benefits attributable to
Participant contributions under the supplemental portion of the Retirement Plan shall be disregarded. However, benefits attributable to Company contributions under the supplemental portion of the Retirement Plan, which are subject to this offset,
shall be calculated as those benefits which the Participant would have been eligible to receive, assuming he had contributed to the supplemental portion of the Retirement Plan for all periods for which he was eligible to contribute, regardless of
whether such contributions were actually made or not, less amounts determined under Section 2.3(d); less 

  

	 	(d)	the annuitized amount based on a hypothetical account balance as a result of the Company matching contribution added to the J.M. Smucker Company Employee Savings Plan
(the “Savings Plan”). The amount to be offset, if applicable, is shown in Addendum II. 

 Notwithstanding
the foregoing provisions of this Section 2.3, the Monthly Retirement Benefit payable to Mr. Smucker shall be calculated as if Mr. Smucker had ceased providing services to the Company on August 16, 2011. 

  
 -9-

 A Participant whose Monthly Retirement Benefit commences prior to his Normal Retirement Date
shall be eligible for an early retirement Monthly Retirement Benefit in an amount determined in the same manner as provided for a normal retirement Monthly Retirement Benefit, except that 

(1) the amount determined in Section 2.3(a) above shall be reduced by one-third of one percent for each full month by which
commencement of payment of the benefit precedes the month following the date on which the Participant attains age 62; 
 (2) the
amount determined under Section 2.3(b) above shall be determined at the later of the Participant’s current age or age 62; 
 (3) the amount determined under Section 2.3(c) above shall be determined at the date of commencement of the early retirement Monthly Retirement Benefit, regardless of when the benefit under the
Retirement Plan actually commences; and 
 (4) the amount determined under Section 2.3(d) shall be determined based on the
age at commencement of the early retirement Monthly Retirement Benefit. 
 2.4 Normal Form of Payment. 

(A) A Participant who becomes eligible to receive a Monthly Retirement Benefit and who is married at the time payment of
his Monthly Retirement Benefit commences shall receive payment of a reduced benefit in the form of a qualified joint and survivor annuity that in the event of the Participant’s death would provide a benefit to the Participant’s surviving
spouse equal to 50 percent of the benefit the Participant was receiving at the time of his death unless a Participant elects to receive such benefit in the form of a single life annuity, or an optional form of payment is elected (as provided in
Section 2.7) under Section 2.5 or Section 2.6 of this Plan. To receive a benefit under the qualified joint and survivor form of payment, a Participant’s surviving spouse must be the same spouse to whom the Participant was married
at the time payment of his Monthly Retirement Benefit commenced. 

  
 -10-

 The present value of the qualified joint and survivor annuity payable to a Participant
hereunder shall be the Actuarial Equivalent of the present value of the single life annuity otherwise payable to him under the Plan. 
 (B) A Participant who becomes eligible to receive a Monthly Retirement Benefit and who is unmarried at the time payment of his Monthly Retirement Benefit commences shall receive payment of such benefit in
the form of a single life annuity unless an optional form of payment is elected (as provided in Section 2.7) under Section 2.5 or Section 2.6 of the Plan. Such Participant shall receive an unreduced Monthly Retirement Benefit payable
for his lifetime, the last monthly payment being for the month in which his death occurs. 
 2.5 Optional Forms of
Payment. 
 A Participant may elect to receive his supplemental retirement benefit under one of the following optional forms
of payment or in the form of a single lump sum payment in accordance with Section 2.6, provided that such Participant’s election is made at the time and in such form as provided in Section 2.7: 

(A) Option A — 100% Joint and Survivor Annuity. The Participant shall receive a reduced Monthly Retirement
Benefit payable for his lifetime, the last monthly payment being for the month in which his death occurs. If the Participant’s beneficiary survives him, then commencing with the month following the month in which his death occurs, his
beneficiary shall receive a continuing monthly benefit equal to such reduced amount for such beneficiary’s lifetime, the last monthly payment being for the month in which the death of the beneficiary occurs. 

  
 -11-

 (B) Option B — 50% Joint and Survivor Annuity. The Participant
shall receive a reduced Monthly Retirement Benefit payable for his lifetime, the last monthly payment being for the month in which his death occurs. If the Participant’s beneficiary survives him, then commencing with the month following the
month in which his death occurs, his beneficiary shall receive a continuing monthly benefit equal to one-half of such reduced amount for such beneficiary’s lifetime, the last monthly payment being for the month in which the death of the
beneficiary occurs. 
 (C) Option C — 66 2/3% Joint and Survivor Annuity. The Participant shall
receive a reduced Monthly Retirement Benefit payable for his lifetime, the last monthly payment being for the month in which his death occurs. If the Participant’s beneficiary survives him, then commencing with the month following the month in
which his death occurs, his beneficiary shall receive a continuing monthly benefit equal to two-thirds of such reduced amount for such beneficiary’s lifetime, the last monthly payment being for the month in which the death of the beneficiary
occurs. 
 (D) Option D — 75% Joint and Survivor Annuity. The Participant shall receive a reduced
Monthly Retirement Benefit payable for his lifetime, the last monthly payment being for the month in which his death occurs. If the Participant’s beneficiary survives him, then commencing with the month following the month in which his death
occurs, his beneficiary shall receive a continuing monthly benefit equal to three-quarters of such reduced amount for such beneficiary’s lifetime, the last monthly payment being for the month in which the death of the beneficiary occurs.

  
 -12-

 (E) Option E — Ten-Year Certain and Life Annuity. The
Participant shall receive a reduced Monthly Retirement Benefit payable for his lifetime, with the continuance after his death to the beneficiary or beneficiaries designated by him of a monthly benefit equal to such reduced amount for the remainder,
if any, of the ten-year term commencing with the Participant’s beginning payment date. If any monthly benefit payments remain unpaid upon the death of the survivor of the Participant and his beneficiary, the remaining payments shall be made to
the estate of such survivor. 
 A Participant’s beneficiary may be any person or persons selected by such Participant with
his spouse’s consent. The reduced monthly payments to be made to a Participant under one of the optional forms of payment provided in Section 2.5 (A) - (E) shall be in an amount which, on the date of commencement thereof, is the
Actuarial Equivalent of the monthly benefit otherwise payable to the Participant under the Plan in lieu of which the option was elected, taking into account the age of the Participant and the age of his beneficiary. 

2.6 Single Lump Sum Form of Payment and Adjustment for Delay. A Participant may elect, in accordance with the provisions of
Section 2.7, to receive his supplemental retirement benefit in the form of a single lump sum payment. The Participant shall receive a payment in a single lump sum in an amount equal, except as provided below, to the Actuarial Equivalent,
determined in accordance with Section 1.12 of the Plan, of the benefit that would otherwise have been payable to the Participant at the “Benefit Target Date” as defined below. 

To the extent that commencement of any vested benefit in any form under this Plan (including a death benefit to which Article III applies)
is delayed beyond the “Benefit Target Date,” which shall be the first day of the month following the latest of: 
  

	 	(a)	vesting; 

  

	 	(b)	attainment of age 55; or 

  
 -13-

	 	(c)	Separation from Service (or if Total Disability is the event triggering distribution, then the later of Total Disability or Normal Retirement Date (or such other date,
including the date of Total Disability, with reference to which such benefits are payable pursuant to section 8.10)), 

 including
if such delay is as a result of Section 8.15 regarding the six-month delay for Specified Employees, such benefit shall be adjusted (the “Adjusted Benefit”) for such delay by: 

 

	 	(d)	in the event the Benefit Target Date is prior to age 62, determining the Monthly Retirement Benefit as indicated in Section 2.3 as of the earlier of the delayed
date of commencement or age 62. Any optional form of payment chosen, including a lump sum, will be the Actuarial Equivalent of the Monthly Retirement Benefit as of the earlier of the date of commencement or age 62 based on assumptions set forth in
Section 1.12 as of the earlier of the delayed date of commencement or age 62. For a delay of commencement that extends past age 62, the benefit determined in this subsection will be further adjusted according to subsections (e) or
(f) as applicable. 

  

	 	(e)	for delays in commencement beyond age 62 and in the event the benefit is payable in the form of a single lump sum benefit: 

(1) determining the single lump sum benefit which would have otherwise been payable on the later of the Benefit Target Date or age 62, if
so permitted under the Plan terms (generally, the Actuarial Equivalent of the Monthly Retirement Benefit as of the later of the Benefit Target Date or age 62, based on the assumptions set forth in subsections (a) and (b) of
Section 1.12 as of such date); and 
 (2) increasing such single lump sum benefit with interest for the period from the
later of the Benefit Target Date or age 62 through the date of benefit commencement at the interest rate determined in subsection (b) of Section 1.12 as of the later of the Benefit Target Date or age 62; and 

 

	 	(f)	for delays in commencement beyond age 62 and in the event the benefit is payable in the form of an annuity: 

(1) determining the Monthly Retirement Benefit (as a monthly benefit payable in a single life annuity form) commencing on the date of
benefit commencement which is the Actuarial Equivalent of the Monthly Retirement Benefit which would have otherwise been payable commencing at the later of the Benefit Target Date or age 62, with such Actuarial Equivalent determined as of the later
of the Benefit Target Date or age 62, based on the assumptions set forth Section 1.12 as of such date; and 

  
 -14-

 (2) using such adjusted Monthly Retirement Benefit determined in item (f)(1) above (or, if
greater, the Monthly Retirement Benefit otherwise determined under Section 2.3 on the date of benefit commencement) as the basis for determining the amount of such benefit (and, in the event such annuity is in the form other than a single life
annuity, converting the single life annuity amount into an Actuarial Equivalent annuity commencing as of the date of benefit commencement in such other annuity form as is applicable hereunder, based on the assumptions set forth in Section 1.12
as of such date). 
 This provision, and any adjustment under it, shall apply to the total value of any benefit so delayed, but
such adjustment shall not change the dollar amount (or the time or form) of the participant’s benefit which constitutes a Grandfathered Benefit hereunder (so that the total amount of any increase pursuant to such adjustment shall constitute a
new benefit, over and above any Grandfathered Benefit hereunder, and any Grandfathered Benefit shall be unaffected, continue to be entitled to grandfather treatment and remain subject to the provisions of Addendum I). 

Notwithstanding the foregoing provisions of this Section 2.6, the Benefit Target Date for Mr. Smucker will be August 16,
2011, and the amount of any benefit paid to Mr. Smucker as a single lump sum form of benefit at any time from September 1, 2014 through April 1, 2015 shall be based on a date of payment of September 1, 2014. 

2.7 Election of Form of Benefit. Elections with respect to Grandfathered Benefits shall be made in accordance with Addendum I. Each
Participant shall make an election to receive his (Non-Grandfathered Benefits) supplemental retirement benefit either (1) in the normal form of payment under the Plan as provided in Section 2.4, (2) in one of the optional forms of
benefit provided in Section 2.5, or (3) as a single lump sum form of benefit under Section 2.6. A newly eligible Participant shall make an election within thirty days of first becoming eligible under the Plan. If a Participant does
not file an election under this Section 2.7, the payment of any Benefit hereunder shall be made in a single lump sum distribution. A Participant may change his election regarding the time or form of payment, provided he complies with the rules
of this Section 2.7. 

  
 -15-

 Subsequent changes to an election of an alternative form of distribution, or any election to
defer the commencement of distribution, shall not be effective unless the election satisfies the following requirements: 
  

	 	(a)	a change of election will not be effective until at least twelve (12) months after the date on which it is filed by the Participant with the Company;

  

	 	(b)	a change of election with respect to a payment commencing on, or made on, a specified date may not be filed with the Company less than twelve (12) months prior to
such date; 

  

	 	(c)	a change of election with respect to a time of payment or a method of payment must provide that the payment subject to the change be deferred for a period of not less
than five (5) years from the date such payment would otherwise have been made except in the event of a payment made on account of the Participant’s death or Total Disability; and 

 

	 	(d)	if a Participant has made an election to receive his benefit in the normal form of payment provided in Section 2.4 or one of the Actuarially Equivalent optional
forms of benefit provided in Section 2.5, then the election between the normal form of benefit and among the optional forms of benefit provided in Section 2.5 may be made no later than the time of distribution and shall not require the
five (5) year deferral provided in subsection (c) of this Section 2.7. 

 The Company may impose
such other restrictions and limitations on subsequent changes to an election of an alternative form of distribution or any election to defer the commencement of distribution as it deems appropriate. 

ARTICLE III 
 SURVIVOR BENEFITS 
 3.1 If a Participant should die prior to the
commencement of benefit payments under this Plan, no benefits shall be payable under the Plan except as provided pursuant to this Article III (which shall be applied taking into account Section 2.6). 

  
 -16-

 3.2 If a Participant who has at least five (5) Years of Service should die prior to the
commencement of benefit payments under the Plan, and if the Participant had a surviving spouse as defined in the Retirement Plan, the surviving spouse shall be eligible for payments as if the Participant had effectively elected Option B — 50%
Joint and Survivor Annuity described under Section 2.5 and designated his spouse as his beneficiary, commencing as set forth in Section 3.3. 
 3.3 If a Participant had ten (10) or more Years of Service on his date of death, his survivor benefit under this Article III shall commence on or after the later of the month next following his date
of death or the month next following the date on which he would have attained age fifty-five (55). If a Participant had at least five (5) but less than ten (10) Years of Service on his date of death, his survivor benefit under this Article
III shall commence on the later of the month next following his date of death or the month next following the date on which he would have attained age sixty-five (65). 
 ARTICLE IV 
 SPECIAL CREDITING 

4.1 Employees who are Participants under the Plan as of its effective date of January 1, 1985 automatically will be credited with
twenty (20) Years of Service or their actual number of Years of Service, whichever is greater, as of the date of their retirement or other Separation from Service. 
 ARTICLE V 
 ADMINISTRATION 

5.1 The Company shall be responsible for the administration of the Plan. The Company shall have all such powers as may be necessary to
carry out the Plan, including the power to determine all questions relating to eligibility for and the amount of any benefit and all 

  
 -17-

 
questions pertaining to claims for benefits and procedures for claim review; to resolve all other questions arising under the Plan, including any questions of construction; and to take such
further action as the Company shall deem advisable in the administration of the Plan. The actions taken and the decisions made by the Company hereunder shall be final and binding upon all interested parties. Claims for benefits and claims review
procedures are provided in Appendix A as attached hereto. 
 ARTICLE VI 

FUNDING 

6.1 Benefits under the Plan shall be paid out of the general assets of the Employers including any trust or fund created for that
purpose. 
 ARTICLE VII 
 AMENDMENT AND TERMINATION 
 7.1 The Company reserves the right to amend or
terminate the Plan at any time, prospectively or retroactively, through an instrument executed by an officer pursuant to authorization or ratification by the Board or by any committee designated by the Board. Notwithstanding any such action, the
Company shall he obligated to pay to all Participants any benefits under the Plan that are accrued and vested at the date of amendment or termination of the Plan, and in furtherance thereof, the Company shall he obligated to continue making payments
in amounts determined to any Participant already in pay status or his beneficiary and to pay benefits to remaining vested Participants in amounts no less than the benefits to which any such Participant or his beneficiary would be entitled hereunder
upon Separation from Service at the time of such amendment or termination regardless of whether the Participant has attained age 55 at the time of such Separation from Service. If a trust is being used to fund assets under the

  
 -18-

 
Plan and the Plan is terminated, any excess assets remaining in the trust after the full value of benefits already accrued to Participants under the Plan has been paid to such Participants or
their beneficiaries shall revert to the Company. Except with respect to Grandfathered Benefits as defined in Addendum I, in the event the Plan is terminated, any benefits hereunder shall remain subject to the other provisions of the Plan regarding
distribution, and distribution of such amounts shall not be accelerated except as otherwise provided in an amendment to this Plan, and under the circumstances permitted in accordance with Code §409A. 

ARTICLE VIII 
 MISCELLANEOUS 
 8.1 Non-Alienation of Retirement Rights or Benefits.
Neither the Participant nor any beneficiary shall encumber or dispose of his right to receive any payments hereunder, which payments or the right thereto are expressly declared to be non-assignable and non-transferable. Any payment which the Company
is required to make hereunder may be made, in the discretion of the Company, directly to the Participant or beneficiary or to any other person for the use or benefit of such Participant or beneficiary or that of his dependents, if any, including any
person furnishing goods or services to or for the use or benefit of such Participant or beneficiary or that of his dependents, if any. Each such payment may be made without the intervention of a guardian. Any receipt by the payee shall constitute a
complete acquittance to the Company with respect thereto and the Company shall have no responsibility for the proper application thereof. 
 8.2 No Employment Guaranteed. Nothing herein contained shall be construed as a commitment or agreement on the part of any person employed by the Company or any Subsidiary to continue his employment
with the Company or any Subsidiary, and nothing herein contained shall be construed as a commitment on the part of the Company or any Subsidiary to continue the employment or the annual salary rate of any such person for any period, and all
Participants shall remain subject to discharge to the same extent as if the Plan was never put into effect. 

  
 -19-

 8.3 Interest of Participant. The obligation of the Company under the Plan to provide
the Participant with benefits hereunder merely constitutes the unsecured promise of the Company to make payments as provided herein, and the Participant shall have no interest in, and no lien or prior claim upon, any property of the Company or of
any Subsidiary. 
 8.4 Claims of Other Persons. The provisions of the Plan shall in no event be construed as giving any
person, firm or corporation, any legal or equitable rights as against the Company, its officers, employees, or directors, except any such rights as are specifically provided for in the Plan or are hereafter created in accordance with the terms of
the Plan. 
 8.5 No Competition. The right of any Participant, surviving spouse, or other beneficiary to a supplemental
retirement benefit under the Plan will be terminated, or, if payment thereof has begun, all further payments will be discontinued and forfeited in the event the Participant (i) at any time wrongfully discloses any secret process or trade secret
of the Company or any of its Subsidiaries, or (ii) engages, either directly or indirectly, as an officer, trustee, employee, consultant, partner, or substantial shareholder, on his own account or in any other capacity, in a business venture
within the ten-year period following his retirement or termination of employment that the Company’s board of directors reasonably determines to be competitive with the Company to a degree materially contrary to the Company’s best interest.

 8.6 Severability. The invalidity or unenforceability of any particular provision of the Plan shall not affect any other
provision hereof, and the Plan shall be construed in all respects as if such invalid or unenforceable provision were omitted herefrom. 

  
 -20-

 8.7 Governing Law. The Plan shall be governed by and construed in accordance with the
laws of the United States, and to the extent not preempted by such laws, the laws of the State of Ohio. 
 8.8 Successors and
Assigns. The Plan and the obligations created hereunder shall be binding upon the Company and its successors and assigns. 

8.9 Dishonest Conduct of a Participant. Notwithstanding anything to the contrary contained in the Plan, if a Participant’s
employment with an Employer is terminated because the Company determines the Participant (i) engaged in dishonest or fraudulent acts against an Employer, (ii) willfully injured property of an Employer, (iii) conspired against an
Employer, or (iv) disclosed confidential information concerning an Employer, then no supplemental retirement benefit shall be payable to the Participant or his surviving spouse under the Plan. 

8.10 Employment Agreements. The terms of this Plan shall be superseded by the terms of any Employment Agreement or other Agreement
between a Participant and an Employer. In the event of any conflict between the provisions of this Plan and any such Agreement, the Agreement shall control. 
 8.11 Distribution of Small Amounts. Notwithstanding any provision of the Plan to the contrary, if, at any time following Separation from Service, the Actuarial Equivalent value of a
Participant’s Monthly Retirement Benefit is less than $10,000, the Company may elect to distribute such Monthly Retirement Benefit in a single lump sum payment regardless of the Participant’s election. 

8.12 Distributions of Amounts in Excess of Code § 162(m). Notwithstanding any provision of the Plan to the contrary, no
amount may be distributed from the Plan if the Company reasonably anticipates that such amount would not be deductible under Code 162(m), as determined by the Board of Directors in its sole discretion, and in accordance with Code § 409A
and the Treasury regulations promulgated thereunder. 

  
 -21-

 8.13 Distributions of Amounts Deemed Includable in Gross Income. Notwithstanding any
provisions of the Plan to the contrary, if, at any time, a court or the Internal Revenue Service determines that an amount of a Participant’s benefit hereunder is includable in the gross income of the Participant and subject to tax, the Board
of Directors of the Company may, in its sole discretion, and in accordance with Code § 409A and the Treasury regulations promulgated thereunder, permit a lump sum distribution of an amount equal to the amount determined to be includable in the
Participant’s gross income. 
 8.14 Distributions of Amounts in Violation of Securities Laws.
Notwithstanding any provisions of the Plan to the contrary, a payment under the Plan may be delayed if the
Company, reasonably anticipates that the making of such
payment will violate Federal securities laws or other applicable law, in the Company’s sole discretion, and in accordance with Code §409A and the Treasury regulations promulgated thereunder, provided that the payment is made on the
earliest at which the Company reasonably anticipates that the making of the payment will not cause such violation. 
 8.15
Six-Month Delay of Distributions to Specified Employees. Under no circumstances, other than death, will a Participant who is a Specified Employee, as of the date of the Participant’s Separation from Service, receive a distribution under
the Plan earlier than six (6) months following such Participant’s Separation from Service, provided that this provision shall not apply to only distribution of a Grandfathered Benefit. 

  
 -22-

 8.16 Compliance with Code §409A. To the extent applicable, it is intended that
this Plan and any accrual of compensation made hereunder comply with the provisions of Code §409A. This Plan and any accrual of compensation made hereunder shall be administrated in a manner consistent with this intent, and any provisions that
would cause this Plan or any grant made hereunder to fail to satisfy Code §409A shall have no force and effect until amended to comply with Code §409A (which amendment may be retroactive to the extent permitted by Code §409A and may
be made by the Company without the consent of Participants). Any reference in this Plan to Code §409A will also include any proposed temporary or final regulations, or any other guidance, promulgated with respect to Code §409A by the U.S.
Department of the Treasury or the Internal Revenue Service. In no event, however, shall this section or any other provisions of this Plan be construed to require the Company to provide any gross-up for the tax consequences of, or payments under,
this Plan and the Company shall have no responsibility for tax or legal consequences to any Participant (or Beneficiary) resulting from the terms or operation of this Plan. 
 The Company hereby adopts this Amendment and Restatement of the Plan effective as of January 1, 2013. 

 

			
	THE J. M. SMUCKER COMPANY
		
	By	 	/s/ Barry C. Dunaway
		 	Title: Senior Vice President and Chief
Administrative Officer
		
		 	Dated: November 1, 2013

  
 -23-

 APPENDIX A 
 CLAIMS PROCEDURE 
 Section 1.1 Claims Reviewer. For purposes of
handling claims with respect to this Plan, the “Claims Reviewer” shall be the benefits committee, unless another person or organizational unit is designated by the Company as Claims Reviewer. 

Section 1.2 Claims for Benefits. An initial claim for benefits under the Plan must be made by the Participant or his or her
beneficiary in accordance with the terms of the Plan through which the benefits are provided. Not later than 90 days after receipt of such a claim, the Claims Reviewer will render a written decision on the claim to the claimant, unless special
circumstances require the extension of such 90-day period. If such extension is necessary, the Claims Reviewer shall provide the Participant or the Participant’s beneficiary with written notification of such extension before the expiration of
the initial 90-day period. Such notice shall specify the reason or reasons for such extension and the date by which a final decision can be expected. In no event shall such extension exceed a period of 90 days from the end of the initial 90-day
period. 
 In the event the Claims Reviewer denies the claim of a Participant or the beneficiary in whole or in part, the Claims
Reviewer’s written notification shall specify, in a manner calculated to be understood by the claimant, the reason for the denial; a reference to the Plan or other document or form that is the basis for the denial: a description of any
additional material or information necessary for the claimant to perfect the claim; an explanation as to why such information or material is necessary; and an explanation of the applicable claims procedure. 

  
 -24-

 Should the claim be denied in whole or in part and should the claimant be dissatisfied with
the Claims Reviewer’s disposition of the claimant’s claim, the claimant may have a full and fair review of the claim by the Company (but not the same person who reviewed the initial claim, or subordinate of such person) upon written
request therefore submitted by the claimant or the claimant’s duly authorized representative and received by the Company within 60 days after the claimant receives written notification that the claimant’s claim has been denied in
connection with such review, the claimant or the claimant’s duly authorized representative shall be entitled to review pertinent documents and submit the claimant’s views as to the issues, in writing. The Company shall act to deny or
accept the claim within 60 days after receipt of the claimant’s written request for review unless special circumstances require the extension of such 60-day period. If such extension is necessary, the Company shall provide the claimant with
written notification of such extension before the expiration of such initial 60-day period. In all events, the Company shall act to deny or accept the claim within 120 days of the receipt of the claimant’s written request for review. The action
of the Company shall be in the form of a written notice to the claimant and its contents shall include all of the requirements for action on the original claim. 
 In no event may a claimant commence legal action for benefits the claimant believes are due to the claimant until the claimant has exhausted all of the remedies and procedures afforded the claimant by
this Appendix A. 

  
 -25-

 ADDENDUM I 
 PROVISIONS WITH RESPECT TO 
 GRANDFATHERED BENEFITS 

ARTICLE I 

DEFINITION 
 1.1 Grandfathered Benefits Defined. “Grandfathered Benefits” or “Grandfathered Portion” of a Benefit means amounts of Compensation deferred by a Participant before
January 1, 2005 under the Plan to which the Participant had a legally binding right to be paid, which right was earned and vested prior to January 1, 2005. Grandfathered Benefits shall be subject to the rules and provisions of the Plan in
effect on December 31, 2004, as provided in this Addendum I. The amount of a Participant’s Grandfathered Benefit shall be determined in accordance with the provisions of Code §409A and Treasury regulation §1.409A- 6 and any
additional guidance that may be issued by the Department of Treasury or the Internal Revenue Service and the provisions of the Plan and this Addendum I. Section references in this Addendum I are references to sections of this Addendum I unless
otherwise specified. 
 ARTICLE II 
 GRANDFATHERED RETIREMENT BENEFITS 
 2.1 Grandfathered Benefits Upon
Normal Retirement. A Participant who retires from employment with his Employer on or after his Normal Retirement Date, or who has left active employment prior to his Normal Retirement Date under conditions of eligibility for a long-term
disability benefit under any plan maintained by an Employer and is receiving long-term disability benefits on his Normal Retirement Date, shall be eligible for a normal retirement Monthly Retirement Benefit as determined under Section 2.3 of
the Plan. 

  
 -26-

 A Grandfathered Benefit consisting of a normal retirement Monthly Retirement Benefit shall
be paid to an eligible Participant commencing as of the first day of the month following the month in which he retires, and shall be payable monthly thereafter in accordance with the terms of Section 2.4, in the form of an optional form of
benefit elected under Section 2.5 (A), (B), (C), (D) or (E), or in a single lump sum payment elected under Section 2.6, provided that the Participant’s election is made in accordance with Section 2.7 of this Addendum I.

 Notwithstanding the foregoing, a Participant who is still employed by an Employer on the April 1 following the calendar
year in which he attains age 70-1/2 shall commence receiving the Grandfathered Portion of his Monthly Retirement Benefit provided under this Section 2.1 as of April 1 following the calendar year in which he attains age 70-1/2. 

2.2 Grandfathered Benefits Upon Early Retirement. A Participant who retires from employment with his Employer at or after age 55,
but prior to his Normal Retirement Date, who has at least ten (10) Years of Service, and who is not eligible for a short or long term disability benefit under any plan maintained by an Employer, shall be eligible for an early retirement Monthly
Retirement Benefit as determined under Section 2.3 of the Plan. 
 A Grandfathered Benefit consisting of an early retirement
Monthly Retirement Benefit shall be paid to an eligible Participant commencing as of the first day of the month following the month in which he retires and shall be payable monthly thereafter in accordance with the terms of Section 2.4, an
optional form of benefit elected under Section 2.5 (A), (B), (C), (D) or (E), or in a single lump sum payment elected under Section 2.6, provided that the Participant’s election is made in accordance with Section 2.7 of this
Addendum I. 

  
 -27-

 2.3 Grandfathered Benefits Upon Termination of Employment. The Plan is intended to
provide benefits for career employees of an Employer. Therefore, a Participant who terminates his employment with his Employer for any reason other than death and who is not eligible for any retirement benefit under the Plan or a short or long term
disability benefit under any plan maintained by an Employer, shall not be eligible for any Monthly Retirement Benefit under the Plan, except that such a Participant, who has at least ten (10) Years of Service, is eligible for a deferred Monthly
Retirement Benefit in an amount determined after his termination of employment in the same manner as provided for an early retirement Monthly Retirement Benefit and as determined under Section 2.3 of the Plan. 

A Grandfathered Benefit consisting of a deferred Monthly Retirement Benefit shall be paid to an eligible Participant commencing as of the
first day of the month following the month in which he attains age 55 and shall be payable monthly thereafter in accordance with the terms of Section 2.4, in an optional form of benefit elected under Section 2.5 (A), (B), (C), (D) or
(E), or in a single lump sum payment elected under Section 2.6, provided that the Participant’s election is made in accordance with Section 2.7 of this Addendum I. 

2.4 Normal Form of Payment of Grandfathered Benefits. A Participant who becomes eligible to receive a Grandfathered Monthly
Retirement Benefit and who is married at the time payment of his Monthly Retirement Benefit commences shall receive payment of his Grandfathered Benefit in accordance with the provisions of Section 2.4 of the Plan, provided that a
Participant’s election of forms of optional distribution or of a lump sum distribution as to Grandfathered Benefits shall be made in accordance with the provisions of the Plan in effect on December 31, 2004 and this Addendum I. 

  
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 2.5 Optional Forms of Payment with Respect to a Grandfathered Benefit. A Participant
may elect to receive his Grandfathered Benefit under one of the following optional forms of payment or in the form of a single lump sum payment in accordance with Section 2.6, provided that such Participant’s election is made at the time
and in such form as provided in Section 2.7: 
 (A) Option A—100% Joint and Survivor Annuity.
The retired Participant shall receive a reduced Monthly Retirement Benefit payable for his lifetime, the last monthly payment for the month in which his death occurs. If the Participant’s beneficiary survives him, then commencing with the month
following the month in which his death occurs, his beneficiary shall receive a continuing, monthly benefit equal to such reduced amount for such beneficiary’s lifetime, the last monthly payment being for the month in which the death of the
beneficiary occurs. 
 (B) Option B—50% Joint and Survivor Annuity. The retired Participant shall
receive a reduced Monthly Retirement Benefit payable for his lifetime, the last monthly payment being for the month in which his death occurs. If the Participant’s beneficiary survives him, then commencing with the month following the month in
which his death occurs, his beneficiary shall receive a continuing monthly benefit equal to one-half of such reduced amount for such beneficiary’s lifetime, the last monthly payment being for the month in which the death of the beneficiary
occurs. 
 (C) Option C—66 2/3% Joint and Survivor Annuity. The retired Participant shall receive a
reduced Monthly Retirement Benefit payable for his lifetime, the last monthly payment being for the month in which his death occurs. If the Participant’s beneficiary survives him, then commencing with the month following the month in which his
death occurs, his beneficiary shall receive a continuing monthly benefit equal to two-thirds of such reduced amount for such beneficiary’s lifetime, the last monthly payment being for the month in which the death of the beneficiary occurs.

  
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 (D) Option D—75% Joint and Survivor Annuity. The retired
Participant shall receive a reduced Monthly Retirement Benefit payable for his lifetime, the last monthly payment being for the month in which his death occurs. If the Participant’s beneficiary survives him, then commencing with the month
following the month in which his death occurs, his beneficiary shall receive a continuing monthly benefit equal to three-quarters of such reduced amount for such beneficiary’s lifetime, the last monthly payment being for the month in which the
death of the beneficiary occurs. 
 (E) Option E—Ten-Year Certain and Life Annuity. The retired
Participant shall receive a reduced Monthly Retirement Benefit payable for his lifetime, with the continuance after his death to the beneficiary or beneficiaries designated by him of a monthly benefit equal to such reduced amount for the remainder,
if any, of the ten-year term commencing with the retired Participant’s beginning payment date. If any monthly benefit payments remain unpaid upon the death of the survivor of the Participant and his beneficiary, the remaining payments shall be
made to the estate of such survivor. 
 A Participant’s beneficiary may be any person or persons selected by such
Participant with his spouse’s consent. The reduced monthly payments to be made to a retired Participant under one of the optional forms of payment provided in Section 2.5 (A) - (E) shall be in an amount which, on the date of
commencement thereof, is the Actuarial Equivalent of the monthly benefit otherwise payable to the Participant under the Plan in lieu of which the option was elected, taking into account the age of the Participant and the age of his beneficiary,

 2.6 Single Lump Sum Form of Payment of Grandfathered Benefit. A Participant may elect, in accordance with the
provisions of Section 2.7, to receive his Grandfathered Benefit in the form of a single lump sum payment. The retired Participant shall receive a payment in a 

  
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single lump sum in an amount equal to the Actuarial Equivalent, determined in accordance with Section 1.12 of the Plan payable to the Participant at the later of age 55 or the
Participant’s actual age at his date of employment termination or retirement. 
 2.7 Election of Form of Grandfathered
Benefit. 
 (a) Each Participant shall make an election to receive his Grandfathered Benefit either (1) in the normal
form of payment under the Plan as provided in Section 2.4 of the Plan, (2) in one of the optional forms of benefit provided in Section 2.5, or (3) as a single lump sum form of benefit under Section 2.6. Each Participant may,
but shall not be required to change his distribution election prior to the beginning of each Plan Year, provided that a Participant’s election to receive a single lump sum form of benefit pursuant to Section 2.6, or to change his or her
prior election from an election to receive a single lump sum form of benefit to an election to receive an annuity form of benefit shall not be valid unless the election is made at least one (1) year prior to such Participant’s earliest
date of distribution of benefits under the Plan. If a Participant does not file an election under this Section 2.7, the payment of any Grandfathered Benefit hereunder shall be made in a single lump sum distribution. 

(b) If a Participant has made an election to receive his benefit in the normal form of payment provided in Section 2.4 or one of the
Actuarially Equivalent optional forms of benefit provided in Section 2.5, then the election between the normal form of benefit and among the optional forms of benefit provided in Section 2.5 may be made at the time of distribution.

  
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 ARTICLE III 
 SURVIVOR BENEFITS WITH RESPECT TO GRANDFATHERED BENEFITS 
 Grandfathered
Survivor Benefits shall be determined and distributed in accordance with Article III of the Plan, except that “retirement or termination of employment” shall be substituted for “Separation from Service” in Article III.

  
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 ADDENDUM II 
 On January 1, 2008, the Company froze benefit accruals under the Retirement Plan for participants age 40 and under, and amended the Savings Plan to provide an enhanced Company matching contribution.

 The table below represents the amount to be offset for Mark Smucker and Paul Wagstaff, as provided in Section 2.3(d) of the Plan. The
offset represents the annuitized benefit provided by the enhanced Company match contribution established January 1, 2008. 
 The table is
based on a hypothetical balance created by a 3% Company match paid starting January 1, 2008 and made each year until the executive reaches the retirement ages listed below. This amount assumes yearly increases in CP1 of 3.0% and investment
earnings of 7.5%. The balance is annuitized using the RP2000 Mortality Table to reflect benefits accruing under the enhanced matching contribution provided under the Savings Plan without any adjustment projected to 2020 using Scale AA and a 7.5%
discount rate. 
 The assumptions used to determine the hypothetical balances and annuitized benefits are intended to be long term assumptions,
The Company may review these assumptions and modify them in the future if appropriate. New annuitized benefit amounts will be determined based on any revised assumptions, replacing the amounts below. 

 

							
	 Annuitized Value of Additional 3% Savings Plan
Match

				
	 Age
	  	 Annuitized Benefit
	  	 Age
	  	 Annuitized Benefit

	 55
	  	$ 23,491.42	  	60	  	$ 42,614.89
	 56
	  	$ 26,564.16	  	61	  	$ 47,806.26
	 57
	  	$ 29,970.19	  	62	  	$ 53,580.59
	 58
	  	$ 33,750.02	  	63	  	$ 60,010.02
	 59
	  	$ 37,947.97	  	64	  	$ 67,166.35
		  		  	65	  	$ 75,149.53

  
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