Sentences with phrase «qualified plan benefit»

Not exact matches

When an employee or dependent experiences a qualifying health event, the plan can be used to pay for the medical bills according to the benefit schedule.

This professional can help you determine how much you will need to pull out of a qualified retirement plan versus spending non-qualified assets, the timing of optimizing your Social Security benefits and annuity contracts, determining an appropriate asset spending rate and the transition from an accumulation phase to a distribution phase.

Democrats and non-partisan tax policy experts alike say the GOP plan fails to provide crucial relief to the families who need it most, while expanding benefits for the most well - off families who qualify.

Even though companies with fewer than 50 employees aren't required to offer qualified health care plans, the majority of them say they need to offer benefits to compete with larger companies.

Your income might be too high to qualify: If 10 percent of your income is higher than your monthly payment on a Standard Repayment Plan, then you would not benefit from an IBR pPlan, then you would not benefit from an IBR planplan.

For a description of our 401 (k) Plan, our tax - qualified defined contribution plan, see — Compensation Discussion and Analysis — Additional Details on Our NEOs» 2010 Compensation — Qualified Retirement BenefPlan, our tax - qualified defined contribution plan, see — Compensation Discussion and Analysis — Additional Details on Our NEOs» 2010 Compensation — Qualified Retirement qualified defined contribution plan, see — Compensation Discussion and Analysis — Additional Details on Our NEOs» 2010 Compensation — Qualified Retirement Benefplan, see — Compensation Discussion and Analysis — Additional Details on Our NEOs» 2010 Compensation — Qualified Retirement Qualified Retirement Benefits.

· The cessation of accruals under the Qualified Plan and the continued IBM contributions under the tax - qualified defined contribution plan, the IBM 401 (k) Plus Plan, reflects IBM's desire to provide appropriate benefits for its employees, consistent with the changing needs of IBM's workforce and the changing nature of retirement benefits provided by IBM's current comQualified Plan and the continued IBM contributions under the tax - qualified defined contribution plan, the IBM 401 (k) Plus Plan, reflects IBM's desire to provide appropriate benefits for its employees, consistent with the changing needs of IBM's workforce and the changing nature of retirement benefits provided by IBM's current competitPlan and the continued IBM contributions under the tax - qualified defined contribution plan, the IBM 401 (k) Plus Plan, reflects IBM's desire to provide appropriate benefits for its employees, consistent with the changing needs of IBM's workforce and the changing nature of retirement benefits provided by IBM's current comqualified defined contribution plan, the IBM 401 (k) Plus Plan, reflects IBM's desire to provide appropriate benefits for its employees, consistent with the changing needs of IBM's workforce and the changing nature of retirement benefits provided by IBM's current competitplan, the IBM 401 (k) Plus Plan, reflects IBM's desire to provide appropriate benefits for its employees, consistent with the changing needs of IBM's workforce and the changing nature of retirement benefits provided by IBM's current competitPlan, reflects IBM's desire to provide appropriate benefits for its employees, consistent with the changing needs of IBM's workforce and the changing nature of retirement benefits provided by IBM's current competition.

contribution plan) and qualified Cash Balance Plan (a defined benefit pension plplan) and qualified Cash Balance Plan (a defined benefit pension plPlan (a defined benefit pension planplan).

The Cash Balance Plan is a defined benefit plan and the 401 (k) Plan is a defined contribution plan, both intended to qualify under the IRC and comply with the Employee Retirement Income Security Act of 1974, as amended (ERIPlan is a defined benefit plan and the 401 (k) Plan is a defined contribution plan, both intended to qualify under the IRC and comply with the Employee Retirement Income Security Act of 1974, as amended (ERIplan and the 401 (k) Plan is a defined contribution plan, both intended to qualify under the IRC and comply with the Employee Retirement Income Security Act of 1974, as amended (ERIPlan is a defined contribution plan, both intended to qualify under the IRC and comply with the Employee Retirement Income Security Act of 1974, as amended (ERIplan, both intended to qualify under the IRC and comply with the Employee Retirement Income Security Act of 1974, as amended (ERISA).

The Wells Fargo Cash Balance Plan is a defined benefit plan and the Wells Fargo 401 (k) Plan is a defined contribution plan, both intended to qualify under the IRC and comply with ERPlan is a defined benefit plan and the Wells Fargo 401 (k) Plan is a defined contribution plan, both intended to qualify under the IRC and comply with ERplan and the Wells Fargo 401 (k) Plan is a defined contribution plan, both intended to qualify under the IRC and comply with ERPlan is a defined contribution plan, both intended to qualify under the IRC and comply with ERplan, both intended to qualify under the IRC and comply with ERISA.

The Wachovia Pension Plan is a defined benefit plan and the Wachovia Savings Plan is a defined contribution plan, both intended to qualify under the IRC and comply with ERPlan is a defined benefit plan and the Wachovia Savings Plan is a defined contribution plan, both intended to qualify under the IRC and comply with ERplan and the Wachovia Savings Plan is a defined contribution plan, both intended to qualify under the IRC and comply with ERPlan is a defined contribution plan, both intended to qualify under the IRC and comply with ERplan, both intended to qualify under the IRC and comply with ERISA.

Class R5 / R6 shares, available to qualified employee - benefit plans only, are sold without an initial sales charge and have no CDSC.

But when influencers are intelligently researched, qualified and engaged during the planning phases of a content marketing program, the benefits of the collaboration can include improved content in a variety of ways:

If you work for a company that does not offer a qualified retirement plan (or does not offer a life insurance option in an existing plan) or if you have already contributed the maximum amount to your qualified retirement plan, a cash value insurance policy can offer some of the tax benefits of a qualified retirement plan.

We regularly advise clients on issues such as the design and implementation of qualified retirement programs and employee benefit plans, including medical, vacation, severance, health reimbursement arrangements, health savings accounts, self - funded corporate plans and related programs.

In addition to the disability and retirement benefits available to Traditional Pension and Combined plan members, their survivors may qualify for benefits if the member dies before age and service retirement or while receiving a disability benefit.

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.

If you are not a resident of Massachusetts, you should consider whether your home state offers its residents or taxpayers state tax advantages or benefits for investing in its qualified ABLE program before making an investment in the Attainable Savings Plan.

Likewise, dividing qualified plans such as 401 (k) s, Defined Benefit plans, or pension plans requires a qualified domestic relations order (QDRO).

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.

One of the most valuable benefits of IDR plans for borrowers trying to pay down big student loan debts on modest incomes is the potential to qualify for loan forgiveness.

As a lump - sum distribution, the PLOP is fully taxable, unless it is rolled over to a qualified plan or IRA and, like monthly benefits, may be subject to court orders, such as division of property orders and support withholding orders, if applicable.

These standards ensure that 10 categories of essential health benefits are part of the benchmark coverage for each market (Exhibit 5).11 But the benefits for newly eligible Medicaid enrollees exceed what is required in qualified marketplace plans.

Those issues ranged from a plan to cut taxes for the struggling Vernon Downs harness track in central New York to the proposal to put more speed cameras around New York City schools and legislation related to those who qualify for enhanced accidental disability pension benefits in New York City.

The coalition revealed it will invest # 300 million in the new plans, which are set to benefit some 80,000 families on universal credit who previously did not qualify for financial help.

I would want you to find a way to lay out a solid plan for the progress of your party members who are equally qualified to benefit from any available opportunity this country has to offer, while you work to resolve the general challenges of all Ghanaians.

Members of the part - time legislature must serve a minimum of 10 years to qualify for the state's retirement benefits, including a lucrative health plan.

A variety of assets and investment vehicles qualify as planned gifts, each offering unique benefits for you.

Regardless of whether I use the pension plan assumptions or the actual turnover rate, the lines show that half of all new teachers will not reach ten years of service and will not qualify for a retirement benefit.

Pension plans also need to estimate how many employees will qualify for a benefit in the first place.

In our recent paper «Friends without Benefits,» we used pension plan assumptions for all 50 states and the District of Columbia to estimate that more than half of all teachers won't qualify for even a minimal pension.

The consultation is on plans to strengthen qualified teacher status and is welcoming views on the benefits of a sabbatical fund which will be available to teachers who have been qualified in teaching for at least seven years.

Nearly every state has created less generous plans for new workers, plans that will require new teachers to pay more money up front, remain in their jobs longer before they «vest» into the system and qualify for even a minimum benefit, and work longer before they retire with full benefits.

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.

Defined benefit plans offer very little to early - career workers, jump in value a bit when employees «vest» into the system and qualify for a minimum pension, and then increase steeply as employees near retirement.

There is considerable and growing evidence that 1) at least half of teachers today will not qualify for even a minimum state pension benefit; 2) state pension funds now carry roughly $ 500 billion in debt and are eating up larger and larger shares of teacher compensation; 3) most teachers would have a more valuable retirement if they participated in a traditional 401k plan; and, 4) today's teachers, to their own financial detriment, subsidize the pension of currently retired teachers.

Because pension plans are back - loaded, attrition risk is the possibility that a teacher won't stick around long enough to qualify for the larger benefits waiting for those who stay.

For teachers and staff who stay less than five years, the state offers a money purchase plan, where teachers can get a full refund of their original contributions plus three percent interest, but they get none of their employer's 18 percent contribution, nor do they qualify for Social Security benefits.

After we created a rubric to grade state teacher retirement plans, we found a mostly depressing picture: States have set up expensive, debt - ridden systems where most teachers fail to qualify for decent retirement benefits.

According to the plan's statewide assumptions, 64 percent of new Colorado teachers will not meet the requirements to qualify for the state's defined benefit formula.

Charter school teachers are some of the biggest losers under current pension plans, because very few charter school teachers have worked long enough to qualify for the back - end benefits offered by traditional pension plans.

In our recent paper, «Friends Without Benefits: How States Systematically Shortchange Teachers» Retirement and Threaten Their Retirement Security,» we used pension - plan assumptions for all 50 states and the District of Columbia to estimate that, in the median state, more than half of all teachers won't qualify for even a minimal pension.

A proposal to reform Kentucky's pension system would reduce benefits for current and future retirees, and the local teachers» union says the plan would incentivize qualified educators to leave the state.

According to Chicago Teacher Pension Fund (CTPF) plan assumptions, over half (57 percent) of new Chicago teachers will leave before the 10 - year service requirement, meaning less than half of new teachers will qualify for a pension benefit at all.

Pension plans have to estimate how many teachers will reach various stages of their career and, in turn, qualify for pension benefits.

Pension plans leave most teachers exposed to this «attrition risk,» the risk that they'll leave before qualifying for decent retirement benefits.

Contribute to the establishment of oversight / work plans, including agency reviews and adherence to standardized regulations covering the qualified transportation benefit.

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.

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.