SEP IRA. If your IRA is used as a SEP-IRA because your event you, or your beneficiary after your death, fail to take a employer maintains a Simplified Employee Pension ("SEP") plan required minimum distribution we may do nothing, distribute your and makes SEP contributions to your IRA, it is solely your entire IRA balance, or distribute the amount of your required responsibility to retain your employer's SEP plan document and/or minimum distribution based on our own calculation. disclosures and to confirm with your employer that SEP-IRA
Appears in 4 contracts
Sources: Customer Agreement, Customer Agreement, Customer Agreement