Sentences with phrase «directed qualified retirement plans»

For sales and trail commission information on purchases over $ 1 million and participant - directed qualified retirement plans, see a Putnam fund prospectus and the statement of additional information.

For sales and trail commission information on purchases over $ 500,000 and participant - directed qualified retirement plans, see a Putnam fund prospectus and the statement of additional information.

For sales and trail commission information on purchases over $ 1 million and participant - directed qualified retirement plans, see a Putnam fund prospectus and the statement of additional information.

Not exact matches

For instance, to avoid a mandatory Federal income tax withholding, investors with a qualified retirement plan such as a 401 (k) should make sure that a «direct» rollover option is available before consolidating.

To facilitate the division of retirement benefits, the court will usually issue a Qualified Domestic Relations Order, or QDRO, directing the plan administrator to disburse proceeds to both the employee and non-employee spouse.