Distributions are required on 403(b) “pre 12/31/86” monies at the attainment of age 75 regardless of ______________ ___________.
IRA contributions may be made for the following tax
year by the 15th of what month?
This is the party that assumes the investment risk on a Defined Contribution plan.
This legislation provided for the portability of
retirement plans.
A 25% Early Withdrawal Penalty Tax may apply if a client withdrawals money in the first 2 years on this plan type.
Excluding 403(b) pre 12/31/86 money, a client is required to begin taking a distribution from most qualified plans at the later of age 70-1/2 or _____________.
Hardships, Unforeseeable Emergencies, Required
Minimum Distribution, and 72(t) are examples of this type of distribution.
Contributions are made over an indefinite period of time in a _____________ product (also known as a periodic product).
This is the party that assumes all financial risk on a Fixed Annuity.
This legislation requires the spouse's signature to be
witnessed or notarized when the client is taking a
distribution.
A feature in AGILEnet where documents can be viewed.
This was the first mutual fund product offered by
VALIC.
When taking a distribution from an NQDA with a contract date later than August 14th 1982, the _______ __________ is removed after all the taxable interest and earnings are withdrawn.
The transaction code in V-System for a withdrawal is ________.
This is the party that assumes all financial risk on a Variable Annuity.
This law altered the manner in which hardship
distributions may be made, as well as the way they are taxed.
Legislation that protects the rights of employees in
employer-sponsored retirement plans.