Sentences with phrase «portion of their qualified retirement plans»

Not exact matches

With growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plans.

A Qualified Domestic Relations Order (QDRO) is a judgment decree or order made pursuant to a state domestic relations law that creates or recognizes the existence of an alternate payee's right to, or assigns to an alternate payee the right to, receive all or a portion of the benefits payable with respect to a participant under a qualified retirement plan and that complies with certain special requQualified Domestic Relations Order (QDRO) is a judgment decree or order made pursuant to a state domestic relations law that creates or recognizes the existence of an alternate payee's right to, or assigns to an alternate payee the right to, receive all or a portion of the benefits payable with respect to a participant under a qualified retirement plan and that complies with certain special reququalified retirement plan and that complies with certain special requirements.

Profit - Sharing Plan A form of qualified, employer - sponsored retirement plan under which a portion of the profits are set aside for distribution to the employPlan A form of qualified, employer - sponsored retirement plan under which a portion of the profits are set aside for distribution to the employplan under which a portion of the profits are set aside for distribution to the employees.

An in - service distribution is when a plan allows you to move all or a portion of the 401 (k) out of the plan into another type of qualified retirement plan.