EquiTrust’s Accepted Qualified-Money Policy
Effective 4/21/2010, EquiTrust will no longer accept the following types of qualified money:*
- 401(k)
- 403(b)
- 457
- 501(c)(3)
- Defined Benefit Plan
- Pension Plans
- Profit Sharing Plan
- Keogh / HR-10
- Plan money not listed above as an accepted class
*Money coming out of one of these plans and into an IRA (rollover, transfer, etc.) will be accepted by EquiTrust if such transactions are IRS approved.
EquiTrust will continue to accept the following classes of tax-qualified money:
- Traditional IRA
- SEP IRA
- Roth IRA
- SIMPLE IRA – Transfers only; no new or ongoing contributions