QualPlanType

Description
Qualified Plan Type

Type : OLI_LU_QUALPLAN
DescriptionNameValue
104(a) - Structured Settlement, Subsection UnspecifiedOLI_QUALPLN_STRUCSTL61
401(a)OLI_QUALPLN_401A44
401(g) - Non-transferable Qualified AnnuityOLI_QUALPLN_401G43
401(k)OLI_QUALPLN_401K2
403(a) - Qualified Employee Annuity PlanOLI_QUALPLN_EMPANN42
403(b) - Tax Sheltered AnnuityOLI_QUALPLN_403B3
408(k) - SARSEPOLI_QUALPLN_SARSEP40
408(k) - SEPOLI_QUALPLN_SEP8
412(i)OLI_QUALPLN_412I69
414(h)OLI_QUALPLN_414H67
415(m)OLI_QUALPLN_415M49
419 - Welfare Benefit PlanOLI_QUALPLN_41970
457 Deferred Compensation PlanOLI_QUALPLN_4574
501(c)OLI_QUALPLN_50148
Company Owned policyholder fundOLI_QUALPLN_CMPOWNED102
Conforming to State President RegulationOLI_QUALPLN_CONFPRESREG14
Deferred Profit Sharing PlanOLI_QUALPLN_DPSP25
Defined BenefitOLI_QUALPLN_CASHDEFBEN35
Defined ContributionOLI_QUALPLN_CASHDEFCONT34
EndowmentOLI_QUALPLN_ENDOWMENT105
ESOP (Employee Stock Ownership Plan)OLI_QUALPLN_ESOP12
Foreign NationalOLI_QUALPLN_FOREIGN37
GovernmentalOLI_QUALPLN_GOV46
Group Registered Savings PlanOLI_QUALPLN_GRSP26
H.R. 10OLI_QUALPLN_HR1013
IAAC - Income Averaging Annuity ContractOLI_QUALPLN_IAAC116
Individual policyholder fundOLI_QUALPLN_INDIVIDUAL101
IPP - Individual Pension PlanOLI_QUALPLN_IPP118
IRA - EducationOLI_QUALPLN_EDIRA7
IRA - RothOLI_QUALPLN_ROTHIRA6
IRA - Roth ConversionOLI_QUALPLN_ROTHCONVIRA29
IRA - SpousalOLI_QUALPLN_IRASPOUSAL33
IRA - StretchOLI_QUALPLN_IRASTR53
IRA - Traditional (408(b))OLI_QUALPLN_IRA5
Keogh / HR10OLI_QUALPLN_KEO50
LIF - Life Income FundOLI_QUALPLN_LIF21
LIRA - Locked-in Retirement AccountOLI_QUALPLN_LIRA111
LRIF - Locked-in Retirement Income FundOLI_QUALPLN_LRIF114
LRSP - Locked-in RRSPOLI_QUALPLN_LRSP112
Money PurchaseOLI_QUALPLN_MONEYPURCH39
Nonconforming to State President RegulationOLI_QUALPLN_NONCONFPRESREG15
Non-QualifiedOLI_QUALPLN_NONE1
Non-registeredOLI_QUALPLN_NREG122
Non-registered / Non-prescribedOLI_QUALPLN_NREGNPRES119
Non-registered / PrescribedOLI_QUALPLN_NREGPRES120
OtherOLI_OTHER2147483647
Pension FundOLI_QUALPLN_PENSION106
Pension Trust PlanOLI_QUALPLN_PENSTRST31
Preferred CompensationOLI_QUALPLN_PREFCOMP18
Preservation Fund - PensionOLI_QUALPLN_FUNDPENSION16
Preservation Fund - ProvidentOLI_QUALPLN_FUNDPROVIDENT17
PRIF or PRRIF - Prescribed Reg Ret Income FundOLI_QUALPLN_CANPRIF52
Profit Sharing PlanOLI_QUALPLN_PROFITSHARING38
Provident FundOLI_QUALPLN_PROVIDENT107
PVTOLI_LU_QUALPLAN_5454
Qualified, type unspecifiedOLI_QUALPLAN_QUAL45
RDSP - Registered Disability Savings PlanOLI_QUALPLN_RDSP117
RegisteredOLI_QUALPLN_REG121
Registered Home Ownership Savings PlanOLI_QUALPLN_RHOSP24
RESP (Registered Education Savings Plan)OLI_QUALPLN_RESP9
RESP Family PlanOLI_QUALPLN_RESPFAMILY28
Risk Policy FundOLI_QUALPLN_RISK109
RLIF - Restricted Life Income FundOLI_QUALPLN_RLIF113
RLSP - Locked-in Reg Retirement Savings PlanOLI_QUALPLN_RLSP110
Roth 401 (k)OLI_QUALPLN_ROTH401K77
Roth 403 (b)OLI_QUALPLN_ROTH403B78
ROTH 457OLI_QUALPLN_ROTH45780
RPP - Registered Pension PlanOLI_QUALPLN_RPP115
RRIF (Registered Retirement Income Fund)OLI_QUALPLN_RRIF11
RRSP (Registered Retirement Savings Plan)OLI_QUALPLN_RRSP10
RRTFOLI_QUALPLN_RRTF23
S.I.M.P.L.E. Qualified Plan - 401(k)OLI_QUALPLAN_SIM401K68
S.I.M.P.L.E. Qualified Plan - 408(b)OLI_QUALPLAN_SIMPLE30
Spousal Group Registered Savings PlanOLI_QUALPLN_SPOUSALGRSP27
Spousal RRIFOLI_QUALPLN_SPOUSALRRIF22
Spousal RRSPOLI_QUALPLN_SPOUSALRRSP20
Target Benefit PlanOLI_QUALPLN_TARGETBEN36
Texas ORP - Optional Retirement ProgramOLI_QUALPLN_TXORP41
TFSA (Tax Free Savings Account)OLI_QUALPLN_TFSA79
UnknownOLI_UNKNOWN0
Untaxed policyholder fundOLI_QUALPLN_UNTAXED100
Variable Retirement Income FundOLI_QUALPLN_VARINCOME108
VEBA/501(c)(9) TrustOLI_QUALPLN_VEBATRUST32

Definition
Plan type for this policy. Insurance products can be sold as tax qualified products. Use in conjunction with QualPlanSubType to fully define plan types. In the U.S., a plan is 'qualified' by conforming to the requirements of the Internal Revenue Code (IRC), the Department of Labor (DOL) and the Employee Retirement Income Security Act (ERISA) of 1974.

Parents
Annuity Investment Life