Sentences with phrase «separate subaccount»

How do we determine whether money is coming from this separate subaccount?

Consider what would happen in the previous example if your employer does not make it possible for you to take a distribution from the separate subaccount for after - tax contributions and associated investment earnings.

Some employers (and some tax professionals) may not realize that separate subaccount treatment is permitted, or may mistakenly believe it is available only for in - service distributions.

For the benefit of those employers and tax professionals we have a separate page explaining the legal basis for separate subaccount treatment.

Fortunately, your company maintains a separate subaccount for after - tax contributions and the investment earnings they produce.

Explanation of the legal basis for separate subaccount treatment of post-1986 after - tax contributions to employer plans.

Employers can and should make separate subaccount treatment available for all non-annuity distributions to current or former employees from employer plans that permit after - tax contributions.

The failure to mention the separate subaccount rule (or the rule for pre-1987 after - tax contributions) was either an oversight or a choice made based on space limitations in the newsletter.

There is some confusion as to the availability of separate subaccount treatment for after - tax contributions to employer plans.

The plan can give participants the choice as to whether a particular distribution comes from the separate subaccount.

It's one thing to maintain a separate subaccount for after - tax contributions and their earnings, and another to designate a particular payment as coming from that subaccount.

Not exact matches

While we will maintain separate information on each subaccount for regulatory reporting purposes, all information reported to you will be consolidated.

You say you have separate expense accounts (with subaccounts) for each property, so I would think you'd just run a report filtered to the account (and subaccounts) for each property.

I don't have separate expense accounts for EACH property - I have one (say) utilities account with subaccounts electric, gas, water.

Morningstar RatingTM The Morningstar RatingTM for funds, or «star rating», is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange - traded funds, closed - end funds, and separate accounts) with at least a three - year history.

The Morningstar Rating ™ for funds, or «star rating,» is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange traded funds, closed - end funds, and separate accounts) with at least a three - year history.

But instead of investing your money in the insurance company's general account, as with a fixed annuity, your money is invested in a separate account made up of a number of different investment subaccounts.

The Morningstar RatingTM for funds, or «star rating», is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange - traded funds, closed - end funds, and separate accounts) with at least a three - year history.

The Morningstar Rating ™ for funds, or «star rating», is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange - traded funds, closed - end funds, and separate accounts) with at least a three - year history.

Investment earnings have to be allocated to this subaccount according to IRS rules, but it remains separate from other portions of your overall retirement account, including your pre-tax contributions, employer matching dollars, and investment earnings on these amounts.

You should receive a prospectus annually that describes each of the subaccounts in the separate account along with information about how to reallocate values among the subaccounts.

The cash value is invested in equity and other securities through separate accounts and subaccounts, so there are no guaranteed earnings.