Sentences with phrase «qualified plan requirements»

If two or more organizations are part of a controlled group, the organizations are typically treated as a single employer when applying certain qualified plan requirements.

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.

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.

Some programs have very specific requirements that make them difficult to qualify for, but income - driven repayment plans are open to most borrowers.

These updated regulations included new disclosure requirements that apply only for qualified plans that are subject to Title I of Employee Retirement Income Security Act of 1974 (ERISA).

We use the application information you choose to provide to determine eligibility for enrollment in a qualified health plan through the Federal Health Insurance Marketplace, Medicaid, CHIP, advance premium tax credits and cost sharing reductions, and certifications of exemption from the individual shared responsibility requirement.

Each of these plans has an eligibility requirement you must meet to qualify for the plan.

In addition to meeting the requirement described above, to qualify for the PAYE Plan you must also be a new borrower as of Oct. 1, 2007, and must have received a disbursement of a Direct Loan on or after Oct. 1, 2011.

Your advisor should hold a qualified designation as a minimum requirement before you start your planning.

To get this deal, it does require porting your number to a new qualified plan and the minimum plan requirement is $ 40 a month.

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.

Q: The waiver frees Local Education Agencies from the so - called Highly Qualified Teacher requirements of NCLB, and from having to develop «Improvement Plans» for not meeting requirements for 2 consecutive years.

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.

Board members said it didn't make sense to have the state's largest school district, a centerpiece in its reform plan to meet federal requirements for qualifying for federal Race to the Top funding, not get any of the money.

The device is identical to the forthcoming Sprint BlackBerry Pearl with a QVGA display, Bluetooth 2.0 with A2DP stereo audio support, media player, microSD expansion slot with support for 8 GB cards, as well as an identical consumer email / data plan at $ 29.99 with qualifying voice plan, or unlike Sprint's Power Vison BlackBerry 8130 data plan, can be added on any BlackBerry device aside from the Pearl for $ 34.99 without a voice plan requirement.

At present there is no requirement for information literacy in the k - 12 level, in contrast NJ Higher Education Regulations under NJAC Title 9A require that all colleges have qualified library professionals and, in addition, require that every institution shall have in place a plan that articulates how students will obtain information literacy skills as they progress through the curriculum.

Contributions you make to any qualified retirement plan can be used to satisfy the credit's eligibility requirements.

And, unlike IBR and PAYE, borrowers don't need to meet income requirements to qualify under the plan.

Weigh the pros and cons of various qualified plans, their tax implications and distribution requirements.

An annuity can contain qualified money (funds that comply with federal tax code requirements for retirement plans) or non-qualified money (funds from an after tax source).

Typically, there's a minimum spending requirement you'll have to meet to qualify for the bonus, but if you're planning a big trip, snagging those extra rewards shouldn't be a problem.

However, if you ultimately do not meet the eligibility requirements for PSLF, you will be responsible for repaying the entire balance of your loan, including all accrued interest, unless you qualify for forgiveness under the terms of the IBR, Pay As You Earn, or ICR plan.

The longer you make PSLF - qualifying payments under a 10 - Year Standard Repayment Plan, the lower the remaining balance on your loans will be when you meet all of the PSLF Program's eligibility requirements.

Capital Wealth Planning may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

There are also no credit requirements to qualify for a ROBS plan through Guidant.

Technically speaking, a Qualified Retirement Plan is any plan that satisfies the requirements laid out in section 401 (a) of the Internal Revenue Code (IPlan is any plan that satisfies the requirements laid out in section 401 (a) of the Internal Revenue Code (Iplan that satisfies the requirements laid out in section 401 (a) of the Internal Revenue Code (IRC).

It is important to know if you qualify under the first time home buyers plan and especially important if you can be denied access due to one missing requirement.

Genworth Canada» sFamily Plan program makes it possible for an immediate family member to assist in the purchase of a home for borrowers with good credit but inadequate income to meet standard qualifying requirements.

Some programs have very specific requirements that make them difficult to qualify for, but income - driven repayment plans are open to most borrowers.

The five - year requirement to obtain qualified distributions from a Roth account in a 401k or 403b plan is similar to the requirement for Roth IRAs, but there are important differences.

FHA recently revised their credit guidelines and appraisal requirements, so make sure you are qualified before making serious plans.

Qualifying for PSLF means meeting specific requirements for the employer, the loan type and the repayment plan — and the details can be overwhelming.

Keogh or Qualified plans are more complex, costly, and have more stringent reporting requirements.

There's no reason not to see if you qualify for REPAYE, as it doesn't have extra income eligibility requirements like other Income - Driven Repayment Plans.

People who meet certain income requirements may also qualify for help paying their premiums and other costs for plans purchased in the Marketplace.

In addition to meeting the requirement described above, to qualify for the PAYE Plan you must also be a new borrower as of Oct. 1, 2007, and must have received a disbursement of a Direct Loan on or after Oct. 1, 2011.

Notably, individuals are only eligible for the premium assistance tax credit if they are enrolled in a qualifying health plan (QHP), which means coverage that is offered through an exchange, provides essential health benefits, and meets actuarial requirements.

Each of these plans has an eligibility requirement you must meet to qualify for the plan.

They are two completely separate things: — IBR is the repayment plan your wife is on (which also includes forgiveness on any balance after 20/25 years)-- PSLF is potentially the student loan forgiveness program your wife could qualify for if she meets all the requirements

I was recently told that I make too much money to qualify for the program (I have yet to find the income cap requirements for this program on the US Department of Education's website) and they recently told that I signed up for the wrong income repayment plan, I needed to sign up for a «standard» plan, which would increase my monthly payments from $ 502.00 to over $ 1,000.00 and start the 160 payment requirement all over again (according to the original guidance, I have made 88 payments toward the 160)!

To qualify for a tax - free and penalty - free withdrawal of earnings, distributions from a Roth IRA or a Roth employer plan account must meet a five - year holding requirement and take place after age 59 1/2 (with some exceptions).

Different rules and requirements apply if you have 457 plan because it's not considered a qualified plan.

There is not requirement I'm aware of that would stop you from switching into a qualifying repayment plan at any time.

Qualified Domestic Relations Order (QDRO)- A domestic relations order that meets certain legal and procedural requirements, as determined by the plan administrator or, if applicable, PBGC.

Qualified Plan - Any retirement plan that meets the applicable requirements of the Internal Revenue Code for tax - favored treatmPlan - Any retirement plan that meets the applicable requirements of the Internal Revenue Code for tax - favored treatmplan that meets the applicable requirements of the Internal Revenue Code for tax - favored treatment.

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.

Typically, there's a minimum spending requirement you'll have to meet to qualify for the bonus, but if you're planning a big trip, snagging those extra rewards shouldn't be a problem.

In order to qualify for coverage for pre-existing medical conditions or the Trip Cancellation for Any Reason add - on coverage (only available with the Premium plan), one of the requirements is that all prepaid trip costs that are subject to cancellation penalties or restrictions must be insured.

Tech Basics allows qualified Advanced Open Water divers to learn more about what technical diving is all about before committing to a full course.During two pool sessions and two open water dives, you learn to handle three cylinders, plan dives, calculate gas requirements and much more.

Home plans that are certified as Designed to Earn the ENERGY STAR include requirements for the energy - efficient features and construction details typically found in ENERGY STAR certified homes — tight construction and duct systems, properly installed insulation, high performance windows, efficient heating and cooling equipment, and ENERGY STAR qualified lighting and appliances.