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Retirement Savings Accounts

An account that holds assets that are earmarked for retirement. A retirement savings account can be qualified/tax-deferred or nonqualified.

Employer plans

Elective Deferral Contribution

Definition Elective deferral contributions, also known as salary deferral contributions made to SIMPLE IRAs, 401(k) plans, SARSEPs, 403(b) plans . A participant may defer up

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Integrated plan

Definition An employer sponsored  retirement plan for which contributions are allocated based on social security integration Referring Cite IRC § 401(l) , Treas Reg §

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IRA Rules