Direct Rollovers. The Plan will accept a direct rollover of an eligible rollover distribution from: (Check each that applies or none.) a. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), excluding after-tax employee contributions. b. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), including after-tax employee contributions. c. [ ] a plan described in Code Section 403(a) (an annuity plan), excluding after-tax employee contributions. d. [ ] a plan described in Code Section 403(a) (an annuity plan), including after-tax employee contributions. e. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), excluding after-tax employee contributions. f. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), including after-tax employee contributions. g. [ ] a plan described in Code Section 457(b) (eligible deferred compensation plan).
Appears in 5 contracts
Samples: Adoption Agreement, Adoption Agreement, Adoption Agreement
Direct Rollovers. The Plan will accept a direct rollover of an eligible rollover distribution from: (Check each that applies or none.)
a. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), excluding after-tax employee contributions.
b. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), including after-tax employee contributions.
c. [ ] a plan described in Code Section 403(a) (an annuity plan), excluding after-tax employee contributions.
d. [ ] a plan described in Code Section 403(a) (an annuity plan), including after-tax employee contributions.
e. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), excluding after-tax employee contributions.
f. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), including after-tax employee contributions.
g. [ ] a plan described in Code Section 457(b) (eligible deferred compensation plan).
h. [ ] if this Plan permits Xxxx Elective Deferrals, a Xxxx elective deferral account from (select all that apply):
1. [ ] a qualified plan described in Code Section 401(a).
2. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity).
Appears in 4 contracts
Samples: Adoption Agreement, Adoption Agreement, Adoption Agreement
Direct Rollovers. The Plan will accept a direct rollover of an eligible rollover distribution from: (Check each that applies select one or none.more)
a. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), excluding after-tax employee contributions.
b. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), including after-tax employee contributions.
c. [ ] a plan described in Code Section 403(a) (an annuity plan), excluding after-tax employee contributions.
d. [ ] a plan described in Code Section 403(a) (an annuity plan), including after-tax employee contributions.
e. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), excluding after-tax employee contributions.
f. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), including after-tax employee contributions.
g. [ ] a plan described in Code Section 457(b) (eligible deferred compensation plan).
Appears in 3 contracts
Samples: Adoption Agreement, Adoption Agreement, Adoption Agreement
Direct Rollovers. The Plan will accept a direct rollover of an eligible rollover distribution from: (Check each that applies or none.)
a. [ [X] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), excluding after-tax employee contributions.
b. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), including after-tax employee contributions.
c. [ [X] a plan described in Code Section 403(a) (an annuity plan), excluding after-tax employee contributions.
d. [ ] a plan described in Code Section 403(a) (an annuity plan), including after-tax employee contributions.
e. [ [X] a plan described in Code Section 403(b) (a tax-sheltered annuity), excluding after-tax employee contributions.
f. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), including after-tax employee contributions.
g. [ [X] a plan described in Code Section 457(b) (eligible deferred compensation plan).
Appears in 1 contract
Samples: Egtrra Adoption Agreement