Sentences with phrase «eligible qualified retirement plan»

Funds are available for investment by eligible qualified retirement plan trusts only.

The Index is investable as a collective investment fund for eligible qualified retirement plans through the NSCC Fund / SERV, and has a live track record that starts in 2014, back - tested to 1998.

Not exact matches

In addition, we maintain a tax qualified 401 (k) retirement savings plan with both pre-tax and after - tax Roth savings features for eligible employees, including our named executive officers.

However, in order to be eligible, the client must be eligible to take a lump sum distribution from the qualified retirement plan in question (typically meaning that he or she has reached age 59 1/2, become disabled or retired, or died).

We maintain a tax - qualified retirement plan that provides eligible U.S. employees with an opportunity to save for retirement on a tax advantaged basis.

We maintain a tax - qualified retirement plan, or the 401 (k) plan, that provides eligible employees with an opportunity to save for retirement on a tax - advantaged basis.

We have a defined contribution 401 (k) plan covering all teammates, which is a tax - qualified defined contribution plan that allows tax - deferred savings by eligible employees to provide funds for their retirement.

A profit - sharing plan is a qualified retirement plan that allows you to contribute for yourself and any eligible employee.

In our recent Education Next report, «Why Most Teachers Get a Bad Deal on Pensions,» my colleague Kelly Robson and I analyzed state pension plan turnover assumptions to look at two key milestones, the point when teachers first qualify for a pension, and when they become eligible for normal retirement.

An eligible employer - sponsored retirement plan is an IRC Sec. 401 (a) or 403 (a) qualified retirement plan (QRP), a tax - sheltered annuity (403 (b) plan), or a governmental 457 (b) plan.

Age 50: If you are age 50 or older at the end of the calendar year, you are eligible for «Catch Up» contributions for your qualified retirement plans.

The distribution may also be eligible for transfer into a qualified retirement plan available through a new employer.

In addition to allowing the use of the standard deduction for these losses, the law also allows for special treatment of qualified disaster distributions from eligible retirement plans including:

If you make eligible contributions to a qualified IRA, 401 (k) and certain other retirement plans, you may be able to take a credit of up to $ 1,000 or up to $ 2,000 if filing jointly.

While there is no income limit to contribute to a traditional IRA, there are income limits to qualify for the tax deduction if you or your spouse is eligible to participate in a retirement plan at work.