Common use of Active Participant Clause in Contracts

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

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 thethe 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