QualifiedPlan

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
These are defined legal authorities/laws/regulations which provide specified tax or other legal benefits/exceptions to normal taxing authority requirements. In the USA these are IRS Qualified Plan rules under which certain tax deferral or tax avoidance rights are granted.

Parents
QualifiedPlanCC QualifiedPlanOption