Active Participant. You could be an active participant in one of the we will accept, and how we will process, movements of assets to and following employer-sponsored retirement plans: from IRAs. We or any other financial organizations involved in the a. a qualified pension, profit sharing, 401(k), money purchase transaction may require documentation for such activities. pension, employee stock ownership plan, or stock bonus plan; 1. IRA-to-IRA Transfers. You may transfer all or a portion of your
Appears in 4 contracts
Samples: jamesfunds.com, content.parnassus.com, www.barrettasset.com
Active Participant. You could be an active participant in one of the we will accept, and how we will process, movements of assets to and from IRAs. We or any other following employer-sponsored retirement plans: from IRAs. We or any other financial organizations involved in the a. a qualified pension, profit sharing, 401(k), money purchase transaction may require documentation for such activities. pension, employee stock ownership plan, or stock bonus plan; 1. IRA-to-IRA Transfers. You may transfer all or a portion of yourrequire
Appears in 4 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
Active Participant. You could be an active participant in one of the we will accept, and how we will process, movements of assets to and from IRAs. We or any other following employer-sponsored retirement plans: from IRAs. We or any other financial organizations involved in the transaction may require a. a qualified pension, profit sharing, 401(k), money purchase transaction may require documentation for such activities. pension, employee stock ownership plan, or stock bonus plan; 1. IRA-to-IRA Transfers. You may transfer all or a portion of your
Appears in 1 contract
Samples: Customer Agreement