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  2. Employee Retirement Income Security Act of 1974 - Wikipedia

    en.wikipedia.org/wiki/Employee_Retirement_Income...

    The Employee Retirement Income Security Act of 1974 (ERISA) (Pub. L. 93–406, 88 Stat. 829, enacted September 2, 1974, codified in part at 29 U.S.C. ch. 18) is a U.S. federal tax and labor law that establishes minimum standards for pension plans in private industry.

  3. 403 (b) - Wikipedia

    en.wikipedia.org/wiki/403(b)

    The Employee Retirement Income Security Act (ERISA) does not require 403(b) plans to be technically "qualified" plans (i.e., plans governed by U.S. Tax Code 401(a)), but 403(b) plans have the same general appearance as qualified plans. While the option is available it is not known how prevalent or if any 403(b) plan has been started or amended ...

  4. Individual retirement account - Wikipedia

    en.wikipedia.org/wiki/Individual_retirement_account

    Individual retirement arrangements were introduced in 1974 with the enactment of the Employee Retirement Income Security Act (ERISA). [8] Taxpayers could contribute up to fifteen percent of their annual income or $1,500, whichever is less, each year and reduce their taxable income by the amount of their contributions. [8]

  5. Ask the experts: I just started a new a job with a great 401 ...

    www.aol.com/finance/ask-experts-just-started-job...

    Under the Employee Retirement Income Security Act (ERISA), ... Confirm eligibility with your 401(k) plan provider: As mentioned earlier, not all employer-sponsored plans accept rollovers from IRAs ...

  6. Investment policy statement - Wikipedia

    en.wikipedia.org/wiki/Investment_policy_statement

    An investment policy is required under virtually all investor circumstances, with the exception of individual investors. According to the US Employee Retirement Income Security Act of 1974, as amended (ERISA), for every qualified company retirement plan (e.g., 401[k], profit sharing, pension, 403[b]) there are certain fiduciary responsibilities for managing the plan assets with the care, skill ...

  7. How to avoid bankruptcy in retirement — and safeguard your ...

    www.aol.com/finance/avoid-bankruptcy-in...

    The Employee Retirement Income Security Act (ERISA) keeps your money safe from creditors and bankruptcy court, as long as you have a qualified account. Qualified plans include pensions ...

  8. Types of retirement plans and which to consider - AOL

    www.aol.com/finance/types-retirement-plans...

    As long as they meet the plan's eligibility requirements, they will receive this fixed benefit (e.g. $100 per month). ... because they aren't subject to Employee Retirement Income Security Act, or ...

  9. Deferred compensation - Wikipedia

    en.wikipedia.org/wiki/Deferred_compensation

    In an ERISA-qualified plan (like a 401(k) plan), the company's contribution to the plan is tax deductible to the plan as soon as it is made, but not taxable to the individual participants until It is withdrawn. So if a company puts $1,000,000 into a 401(k) plan for employees, it writes off $1,000,000 that year.

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