Qualified plan

A retirement savings plan provided by an employer, that satisfies benefits and account requirements. Examples include 401(k)s and pension plans.

401(a) Plan

A 401(a) plan is a qualified retirement plan. The term “401(a) plan” is often used because that is the section of the Internal Revenue Code

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Custodian

Definition The definition of custodian depends on the responsibility of the financial institution.   To make the necessary distinction between the different roles they play for

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Qualified annuity plan

Definition A qualified retirement plan that is invested in annuities. Often referred to as a ‘an annuity plan described in IRC § 403(a), Referring Cite IRC

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