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Qualified plan

A retirement savings plan provided by an employer, that satisfies benefits and account requirements. Examples include 401(k)s and pension plans.


Definition The definition of custodian depends on the responsibility of the financial institution.   To make the necessary distinction between the different roles they play for

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Qualified annuity plan

Definition A qualified retirement plan that is invested in annuities. Often referred to as a ‘an annuity plan’ described in IRC § 403(a), Referring Cite

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