Active Participant. You are considered an active participant if you participate in any of the following types of plans for the year: A qualified plan, such as a defined benefit plan, money purchase pension plan, target benefit plan, profit sharing plan, 401(k) plan, or stock bonus plan; A 403(a) or qualified annuity plan; A 403(b) or tax sheltered annuity plan; A SEP IRA; A SIMPLE IRA; A trust described under IRC § 501(c)(18); or A plan established for its employees by the United States, by a State or political subdivision thereof, or by an agency or instrumentality of any of the foregoing. If you are not sure whether you are covered by an employer sponsored retirement plan, check with your employer or review your form W‐2 for the year in question. The W‐2 form would have a check in the “pension plan” box if you covered by a retirement plan.
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Samples: Retirement Account Adoption Agreement, Retirement Account Adoption Agreement
Active Participant. You are considered an active participant if you participate in any of the following types of plans for the year: • A qualified plan, such as a defined benefit plan, money purchase pension plan, target benefit plan, profit sharing plan, 401(k) plan, or stock bonus plan; • A 403(a) or qualified annuity plan; • A 403(b) or tax sheltered annuity plan; • A SEP IRA; • A SIMPLE IRA; • A trust described under IRC § 501(c)(18); or • A plan established for its employees by the United States, by a State or political subdivision thereof, or by an agency or instrumentality of any of the foregoing. If you are not sure whether you are covered by an employer sponsored retirement plan, check with your employer or review your form W‐2 for the year in question. The W‐2 form would have a check in the “pension plan” box if you covered by a retirement plan.
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Active Participant. You are considered an active participant if you participate in any of the following types of plans for the year: • A qualified plan, such as a defined benefit plan, money purchase pension plan, target benefit plan, profit sharing plan, 401(k) plan, or stock bonus plan; • A 403(a) or qualified annuity plan; • A 403(b) or tax tax-sheltered annuity plan; • A SEP IRAXXX; • A SIMPLE IRAXXX; • A trust described under IRC § 501(c)(18); or • A plan established for its employees by the United States, by a State or political subdivision thereof, or by an agency or instrumentality of any of the foregoing. If you are not sure whether you are covered by an employer sponsored retirement plan, check with your employer or review your form W‐2 W-2 for the year in question. The W‐2 W-2 form would have a check in the “pension plan” box if you covered by a retirement plan.
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Samples: Retirement Custodial Agreement