Search results with tag "Sponsored retirement"

/Roth IRA/SEP/SRA MERRILL~-

party employer-sponsored retirement plans only in the following instances: (i) direct rollovers to employer-sponsored retirement plans and (ii) removal of excess rollover being returned to employer-sponsored retirement plans. I understand that for tax purposes, if the direct rollover transaction type is

  Employers, Retirement, Sponsored, Merrill, Sponsored retirement