Sentences with phrase «other qualified plans»

The use of a 401k or other qualified plans also subjects the plan owner and trustee to DOL oversight in the case of employee issues.

Advisors can provide invaluable assistance to participants as they consider whether to roll over 401 (k) and other qualified plan monies to IRAs once they leave their employer.

As a qualified annuity, the money used to make the purchase comes from your 401 (k), traditional IRA, or other qualified plan.

You can similarly move from traditional 401k or other qualified plan to a traditional IRA, or from a Roth plan to a Roth IRA, but if you move from a traditional plan to a Roth IRA that also is a conversion and taxable.

Open and invest in a Traditional or Roth IRA, convert your Traditional IRA to a Roth Conversion IRA, or roll over a 401 (k), 403 (b) or other qualified plan distribution to a Rollover IRA using this application and included documents.

Automatic Withdrawal Plan: If your individual account, IRA or other qualified plan account has a current account value of at least $ 50,000, you may participate in the Funds» Automatic Withdrawal Plan, an investment plan that automatically moves money to your bank account from the Funds through the use of electronic funds transfers.

A tax - free reinvestment of a distribution from a qualified retirement plan into a IRA or other qualified plan within a specific time frame, usually 60 days.

If a participant is eligible to receive a lump sum from a defined benefit plan or PBGC, the participant can transfer all or part of the lump sum into an IRA or other qualified plan.

Not exact matches

the Company's share repurchase plans depend on a variety of factors, including the Company's financial position, earnings, share price, catastrophe losses, maintaining capital levels commensurate with the Company's desired ratings from independent rating agencies, funding of the Company's qualified pension plan, capital requirements of the Company's operating subsidiaries, legal requirements, regulatory constraints, other investment opportunities (including mergers and acquisitions and related financings), market conditions and other factors.

Factors which could cause actual results to differ materially from these forward - looking statements include such factors as the Company's ability to accomplish its business initiatives, obtain regulatory approval and protect its intellectual property; significant fluctuations in marketing expenses and ability to achieve or grow revenue, or recognize net income, from the sale of its products and services, as well as the introduction of competing products, or management's ability to attract and maintain qualified personnel necessary for the development and commercialization of its planned products, and other information that may be detailed from time to time in the Company's filings with the United States Securities and Exchange Commission.

These include the company's qualified retirement plan, the severance program, and other tax - deferred arrangements.

Although a formula is essential for qualified options for executives (since executives may otherwise be able to influence how a qualified options plan is administered), Saxe avoids rigid guidelines with other employees.

The Plan permits grants of the following types of incentive awards subject to such terms and conditions as the Leadership Development and Compensation Committee shall determine, consistent with the terms of the Plan: (1) stock options, including stock options intended to qualify as ISOs, (2) other stock - based awards, including in the form of stock appreciation rights, phantom stock, restricted stock, restricted stock units, performance shares, deferred share units or share - denominated performance units, and (3) cash awards.

Examples include provisions that allow immediate expensing or accelerated depreciation of certain capital investments, and others that allow taxpayers to defer their tax liability, such as the deferral of recognition of income on contributions to and income accrued within qualified retirement plans.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

The Committee shall, promptly after the date on which the necessary financial, individual, or other information for a particular Performance Period becomes available, and in any event prior to the payment of any Incentive Plan Award intended to qualify for the Section 162 (m) Exemption to a Covered Employee, determine and certify the degree to which each of the Performance Goals has been attained.

These summaries are qualified in their entirety by reference to the actual text of the plans, which, other than the 401 (k) plan, are filed as exhibits to the registration statement of which this prospectus is a part.

Qualified ABLE programs offered by other states may provide their residents or taxpayers with state tax benefits that are not available through the Attainable Savings Plan.

Edward Jones recommends that you work with a qualified attorney who can help you create a trust or other plans to manage the assets on your loved one's behalf.

Here's the important part though is you have to stick to the plan because I see too many people go down a path of like two or three years of potentially qualifying for public service loan forgiveness, but then, they deviate and they start doing other things.

If you are not a taxpayer of the state offering the plan, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

The IRS requires that you start taking withdrawals from your qualified retirement accounts (IRA accounts, 401 (k) s, 457 plans and other tax - deferred retirement savings plans like a TSP, 403 (b), TSA, SEP, or SIMPLE) once your reach age 70 1/2.

Congress is considering using a health care bill or other legislation to cut most of Planned Parenthood's federal funding and direct it to federally qualified health centers that do not perform abortions.

Implement a plan to access appropriate and qualified medical providers, such as athletic trainers or other emergency providers, for activities including practices and competitions.

«The plan would enable expedited financial support to FitzPatrick and other qualified nuclear power plants in Upstate New York,» said Public Service Commission Chair Audrey Zibelman.

Syracuse Mayor Stephanie Miner plans to use the new state grant to qualify for other public money available for water and road projects.

Funding which the city proposed for expanding The Queensbury Hotel, establishing a Glens Falls film commission, constructing a catwalk at Charles R. Wood Theater and projection equipment at facilities that host the Adirondack Film Festival were not specifically approved as «winning projects,» but might qualify for funding under other broad categories in the plan, and city also can seek funding in the next round of regular state regional economic development grants, Bartholomew said.

Turning to the other English parties, the Liberal Democrat's thin, sketchy and whiney manifesto — full of complaints that the big boys ruined their plans for constitutional reform — might well qualify as the shortest suicide note in history.

For those who do not qualify for financial assistance, Red Cross caseworkers can help to create recovery plans and locate assistance from other agencies and community partners

A qualified health care or medical professional should always be consulted before beginning any health related diet, exercise, supplementation or other regimen plan or program.This post contains affiliate links, which means I may earn some money if you make a purchase, but I wouldn't recommend a product that I didn't already love myself!

We know that home births that are not attended by a qualified midwife or other healthcare provider have significantly more risks than those that are planned in advance and involve certified nurse midwives, certified professional midwives, or physicians.

A qualified health care or medical professional should always be consulted before beginning any health related diet, exercise, supplementation or other regimen plan or program.

Delaware's school profiles do not include as much teacher - qualification data as some other states» report cards, although the state plans to include more information on «highly qualified» teachers in its next round of reports.

He says there were plans eventually to offer the autonomy to all qualifying principals because their union worried about the New Leaders becoming a «favored group of principals with tools that other principals did not have.»

A skilled and well - qualified school business management professional on the school leadership team can focus on ensuring the effective use of available financial and human resources, aligned to the school's pedagogical aims and development plan, whilst other members of the team focus on improving teaching and learning.

In other words, the plan assumes that most teachers who qualify for a pension usually take it.

If a teacher wants to maintain that benefit but repay her other loans under an income - based plan to qualify for public - service loan forgiveness, she'll have to be sure she is paying off her Perkins Loan separately.

The district's plan reasoned that compensation attracts qualified staff to support students, «particularly the low - income and other historically disadvantaged subgroups.»

A school can qualify for $ 50,000 in planning money, then as much as $ 450,000 for training, materials and other startup costs.

Teachers will perform a full range of duties, including but not limited to: + Preparing / implementing lesson plans that lead to student mastery of curriculum content, including English Language Development + Developing / implementing integrated curriculum units, differentiating and scaffolding as needed + Regularly assessing student progress to refine instruction and meet student needs + Participating regularly in professional development opportunities and collaborative meetings + Communicating frequently with students, students» families, colleagues and other stakeholders + Working closely with children and their families to promote personal growth and success + Maintaining regular, punctual attendance Applicants who possess the following skills will make the strongest candidates: + California Teaching Credential or equivalent, meeting all NCLB «highly qualified» standards + Social Science credential + CLAD / BCLAD certification (Spanish) + Demonstrated ability to implement varied classroom instructional strategies + Educational vision for and experience with low - income and / or minority students + Demonstrated track record with English language learners + Commitment to preserving the cultural heritage of students + Passion for working with children and their families + Bilingual (Spanish / English) To apply please send resume and letter of interest to: https://careers-caminonuevo.icims.com For more information www.caminonuevo.org and www.pueblonuevo.org * Camino Nuevo Charter Academy intends that all qualified persons shall have equal opportunities for employment and promotion.

«Tommy Milner completed his mandatory 10 laps at the beginning of the morning session to qualify for the race, and then the other three drivers cycled through the Corvette C6.R to cover all the areas we had planned to work on.

I've been to other dealers and they were rude and did not want to listen to me and if the vehicle I wanted was not available or I didn't qualify for it, they attempted to sell me a vehicle I was not interested in or get me into a financing plan I didn't want / need.

DELL AERO FEATURES: · One of the lightest Android smartphones in the U.S., on the nation's fastest mobile broadband network · Experience YouTube and other Flash content in nHD · 5 - megapixel camera with 8x zoom, flash, dedicated camera key and advanced shooting and editing capabilities · Connect with friends with one - touch access to social networks · Multi-task with GPS, plus hands - free conversations · Wi - Fi access at more than 20,000 AT&T Wi - Fi hotspots with qualifying AT&T service plan

Consider hiring a consultant or other professionals for those areas of your plan that you don't feel qualified to complete.

If the average Social Security retirement benefit sounds unimpressive, remember that Social Security is meant to supplement the money you've set aside for retirement — likely earned through a qualified retirement plan such as a 401 (k), individual retirement account or other tax - advantaged account.

Rather, they are used in combination with other factors in a trading plan to build a case (or qualify) possible entries.

Even those who do not have an actual job can qualify for the guaranteed personal loan because this loan is available to people who rely on benefits from Social Security Retirement, Social Security Disability, Supplemental Security Income (SSI), railroad retirement and other retirement plans, as well as those whose income is derived from child support, alimony, or palimony.

If you're buying an annuity to fund a qualified retirement plan or IRA, you should do so for the annuity's features and benefits other than tax deferral.

(S) Savings: After contributing some amount to the 529 plan or other education savings account, it's smart to save in a traditional savings account as well, in case there are other expenses you want to help your child with that don't qualify as education expenses.

If these distributions are from a qualified plan other than an IRA, you must separate from service with this employer before the payments begin for this exception to apply.