Sentences with phrase «qualified plan participants»

The Manning & Napier Pro-Mix CIT Funds are a suite of actively managed, fully diversified collective investment trust funds that offer professional management solutions to qualified plan participants.

The OPERS Income Based Discount Program is designed to help qualified plan participants pay for their portion of their monthly medical / pharmacy premiums.

Not exact matches

These regulations would affect participants in, beneficiaries of, employers maintaining, and administrators of tax - qualified plans that contain cash or deferred arrangements or provide for matching contributions or employee contributions.

The RSP is a tax - qualified defined contribution 401 (k) plan that allows participants to contribute up to the limit prescribed by the Internal Revenue Service on a pre-tax basis.

Under these regulations, employer contributions to a plan would be able to qualify as QMACs or QNECs if they satisfy applicable nonforfeitability and distribution requirements at the time they are allocated to participants» accounts, but need not meet these requirements when they are contributed to the plan.

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.

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.

Lump - sum distribution: A distribution of a participant's entire balance from an annuity or from all of an employer's qualified pension plans in one year.

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.

Now, with the company being bought out, I no longer qualify for the new company's 401K plan due to my younger age — they require participants to be at least 21 years old.

Beginning in 2008, participants with funds in eligible employer sponsored plans could also roll those funds directly over to a Roth IRA in a qualified rollover if their income did not exceed the $ 100,000 threshold.

Some of the downsides of including life insurance in your qualified plan are that it has to abide by ERISA rules and you have to be a current participant.

A qualified plan is typically referred to as a «tax - deferred» plan, in that it allows the participant to contribute to the plan with pre-tax dollars.

Plan sponsors have unlimited fiduciary liability for their qualified retirement plan and participaPlan sponsors have unlimited fiduciary liability for their qualified retirement plan and participaplan and participants.

Finally, participants in standard qualified plans, such as 401 (k) plans, can purchase a limited amount of either term or permanent coverage subject to specific restrictions.

Life insurance death benefits paid out of qualified plans also retain their tax - free status, and this insurance can be used to pay the taxes on the plan proceeds that must be distributed when the participant dies.

The TSP encourages participants to roll money from other qualified accounts into their Thrift Savings Plan Accounts.

A qualified employer retirement plan may allow participants to delay RMDs until after retirement as long as they are not 5 % owners.

The Home Buyer's Plan allows qualifying participants to withdraw money from their RRSP to buy or build a home without being taxed on the withdrawal.

The Lifelong Learning Plan allows qualifying participants to withdraw money from their RRSP to put towards their education or that of their spouse or common - law partner.

These regulations would affect participants in, beneficiaries of, employers maintaining, and administrators of tax - qualified plans that contain cash or deferred arrangements or provide for matching contributions or employee contributions.

Participants who qualify for distribution may receive a single lump sum, transfer the assets to another qualified plan or individual retirement account, or receive a series of specified installment payments.

Any distribution of a participant's interest in a qualified retirement plan to an alternate payee that is not pursuant to a properly executed QDRO will create taxable income for the participant.

In - service withdrawals are made from qualified employer - sponsored retirement plans such as 401 (k) plans before participants experience a triggering event.

Similarly, a 10 percent excise tax applies to distributions from an IRA, a qualified plan or a 403 (b) account that occur before the participant reaches age 59.5 years of age, and a 50 percent excise tax, referred to as an excess - accumulation penalty, also applies to required minimum distribution amounts not withdrawn by the applicable deadline.

All 401k (and other qualified retirement plans) have the option of allowing participants to take a loan against the account.

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.

IRAs and other qualified retirement plans are exempt from federal income taxation until retirement proceeds are paid out to the participant.

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.

Participants may roll over certain payouts from a qualified plan or PBGC into an IRA or another qualified plan.

Typically, a qualified joint - and - survivor annuity is the automatic benefit form for a married plan participant, and a single - life annuity is the automatic benefit form for an unmarried participant.

Whether a contribution to a traditional IRA is deductible will depend on the individual's gross income and whether the individual is an active participant in a qualified plan.

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.

Combined with our comprehensive lesson plans, all our Surf Instructors at our Gold Coast Surf School are professional fully qualified Surfing Australia or International Surfing Association surf instructors that are handpicked for their skills, knowledge and experience and importantly are able to successfully pass on this knowledge and information to our surf school participants in an extremely fun, friendly and non-threatening environment.

Combined with our comprehensive lesson plans, all our Surf Instructors are professional fully qualified Surfing Australia surf instructors that are handpicked for their skills, knowledge and experience and importantly are able to successfully pass on this knowledge and information to our surf participants in an extremely fun, friendly and non threatening environment.

Community Driver Safety Programs, Inc. will provide: A qualified, trained instructor All training materials, including participants» booklets Assistance with planning fund raising, promoting and organizing the course Special Group Rates

• Exceptionally well - versed in identifying and recruiting eligible families, including children with disabilities and underserved populations • Excellent skills in selecting participants based on established plans and procedures • Qualified to make appropriate referrals for families to community agencies, and ensure appropriate follow - up

A «Discount Solo 401k» is a Self Directed Solo 401k that has all the features of the more expensive plans, including an IRS - approved qualified plan status, a built - in Roth component, participant loan feature, maximum contribution limits, ability to invest into both traditional and alternative assets such as real estate, and direct checkbook control without the need for a custodian or an LLC.