Found 17425 Matching Items; Displaying 51 - 60.
Retirement topics - Designated Roth account
A designated Roth account is a separate account in a 401(k) or 403(b) plan to which designated Roth contributions are made. Designated Roth contributions are not excluded from gross income and are currently taxed. Qualified distributions from a Roth account, including earnings, are excluded from gross income.
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Retirement topics - Employer converts current plan to another plan type
The law allows employers to terminate or amend the terms of a retirement plan. A significant amendment to a plan, especially of the rate at which participants earn future benefits, can actually convert a particular type of plan to another type of retirement plan.
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Retirement plans for self-employed people
Are you self-employed? Did you know you have many of the same options to save for retirement on a tax-deferred basis as employees participating in company plans?
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FAQs Auto Enrollment What happens when an employee elects not to participate in the retirement plans automatic contribution arrangement
What happens when an employee elects not to participate in the retirement plan’s ACA?
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Retirement topics - Death
When a participant in a retirement plan dies, benefits the participant would have been entitled to are usually paid to the participant’s designated beneficiary in a form provided by the terms of the plan (lump-sum distribution or an annuity).
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Governmental plans under Internal Revenue Code Section 401(a)
Review government plans under Internal Revenue Code section 401(a), who the plans cover, the types of plans and information updates.
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Retirement Topics 403b Contribution Limits
Review 403(b) contribution limits, including elective salary deferrals, annual additions, catch-up provisions and elective deferrals to other retirement plans.
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FAQs - Auto enrollment - What are the benefits of an automatic contribution arrangement in a retirement plan?
What are the benefits of an ACA in a retirement plan?
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