Common Contracts
2 similar null contracts
Disclosure StatementSeptember 5th, 2018
Traditional IRAs described in this Disclosure Statement may be used as part of a simplified employee pension (SEP) plan maintained by your employer. Under a SEP your employer may make contributions to your Traditional IRA, and these contributions may exceed the normal limits on Traditional IRA contributions. This Disclosure Statement does not describe IRAs established in connection with a SIMPLE IRA program maintained by your employer. Employers provide special explanatory materials for accounts established as part of a SIMPLE IRA program. Traditional IRAs may be used in connection with a SIMPLE IRA program, but for the first two years of participation a special SIMPLE IRA (not a Traditional IRA) is required.
Disclosure Statement & Custodial AgreementApril 12th, 2008
State Street Bank and Trust Company serves as the custodian of your Individual Retirement Account (“IRA”). Part one of this Disclosure
