IRC Codes Flashcards by Solana Raybon

Q

IRC 401(a)(1)

A

Plan must be for employees & assets must be held in Trust

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Q

IRC 401(a)(2)

A

Exclusive Benefit Rule

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Q

IRC 401(a)(3) & IRC 401(a)(6)

A

Minimum Age & Service Requirements/Coverage

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Q

IRC 401(a)(4) and IRC 401(a)(5)

A

Nondiscrimination Testing

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Q

IRC 401(a)(7)

A

Minimum Vesting Standards

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Q

IRC 401(a)(9)

A

Minimum Distribution Rules

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Q

IRC 401(a)(10)

A

Top Heavy Rules

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Q

IRC 401(a)(12)

A

Mergers and Transfers

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Q

IRC 401(a)(13)

A

Anti-Assignment Rule

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Q

IRC 401(a)(14)

A

Commencement of Benefits After Normal Retirement Age

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Q

IRC 401(a)(15)

A

Social Security Increases

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Q

IRC 401(a)(16)

A

Annual Addition Limits

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Q

IRC 401(a)(17)

A

Compensation Dollar Limit

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Q

IRC 401(a)(19)

A

Withdrawal of Mandatory Contributions

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Q

IRC 401(a)(20)

A

Pension Plan Terminations

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Q

IRC 401(a)(22)

A

Voting Rights on Employer Securities

Q

IRC 401(a)(23)

A

Stock Bonus Plan Requirements

Q

IRC 401(a)(24)

A

Group Trust

Q

IRC 401(a)(27)

A

Designation of Type of Defined Contribution Plan

Q

IRC 401(a)(28)

A

ESOP Requirements

Q

IRC 401(a)(30)

A

Elective Deferral Limit

Q

IRC 401(a)(31)

A

Direct Rollover

Q

IRC 401(a)(35)

A

Diversification Requirements

Q

IRC 401(a)(37)

A

USERRA - Qualified Military Service

IRC 401(a)(38)

Portability of Lifetime Income