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
Active Participant. You could be an active participant in one of the following employer-sponsored retirement plans:
Active Participant. Generally, you are considered an active participant in a defined contribution plan if an employer contribution or forfeiture was credited to your account under the plan during the year. You are considered an active participant in a SEP or SIMPLE plan if an employer contribution, including a salary reduction contribution, was made to your account for a tax year. You are considered an active participant in a defined benefit plan if you are eligible to participate in the plan, even though you may elect not to participate. You are also treated as an active participant for a year during which you make a voluntary or mandatory contribution to any type of plan, even though your employer makes no contribution to the plan. An “employer-sponsored retirement plan” includes any of the following types of retirement plans: a qualified pension, profit-sharing, or stock bonus plan established in accordance with Code Sections 401(a) or 401(k); a Simplified Employee Pension Plan (SEP) (Code Section 408(k)); a Savings Incentive Match Plan for Employees (SIMPLE) established in accordance with Code Section 408(p) or Code Section 401(k); a deferred compensation plan maintained by a governmental unit or agency; tax-sheltered annuities and custodial accounts (Code Section 403(b) and 403(b)(7));or a qualified annuity plan under Code Section 403(a). You should check with your employer for your status as an active participant.
Active Participant. The discretionary Employer Contributions and Forfeitures, if applicable, will only be allocated to: [Check one. See Section 2.2, Section 5.3(e) and Part VII.F.]
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.
Active Participant. You are considered an active participant if you participate in your employer's qualified pension, profit-sharing, or stock bonus plan qualified under Section 401(a) of the Internal Revenue Code ("the Code"); qualified annuity under Section 403(a) of the Code; a simplified employee pension plan (SEP) under Section 408(k) of the Code; a retirement plan established by a government for its employees (this does not include a Section 457 plan); Tax-Sheltered Annuities (TSA) or custodial accounts under Section 403(b) of the Code; pre-1959 pension trusts under Section 501(c)(18) of the Code; and SIMPLE IRA plans under Section 408(p) of the Code. If you are not sure whether you are covered by an employer-sponsored retirement plan, check with your employer or check your Form W-2 for the year in question. The W-2 form will have a check in the "retirement plan" box if you are covered by a retirement plan. You can also obtain IRS Notice 87-16 for more information on active participation in retirement plans for IRA deduction purposes.
Active Participant. An Eligible Employee who has Separated from Service and who has satisfied the Normal Retirement Age or received a disability retirement as specified in the RMT on whose behalf the Employer has made a Contribution to an Account established under the RMT pursuant to Article V of the Trust. Active Participants are eligible for reimbursement of Qualified Medical Expenses.
Active Participant. (a) An Employee may first become an Active Participant (begin active participation in the Plan) on the earliest Yearly Date on or after January 1, 1987, on which he is an Eligible Employee and has met the eligibility requirement set forth below. This date is his Entry Date.
Active Participant. You are an "active participant" for a year if you are covered by a retirement plan. You are covered by a "retirement plan" for a year if your employer or union has a retirement plan under which money is added to your account or you are eligible to earn retirement credits. For example, if you are covered under a profit-sharing plan, certain government plans, a salary reduction arrangement (such as a tax sheltered annuity arrangement or a 401(k) plan), a simplified employee pension plan (SEP) or a plan which promises you a retirement benefit which is based upon the number of years of service you have with the employer, you are likely to be an active participant. Your Form W-2 for the year, starting with the 1987 tax year, should indicate your participation status. You are an active participant for a year even if you are not yet vested in your retirement benefit. Also, if you make required contributions or voluntary employee contributions to a retirement plan, you are an active participant. In certain plans you may be an active participant even if you were only with the employer for part of the year.
Active Participant. 1 1.4 Actuarial Equivalent or Actuarial Value.............................................. 1 1.5
