May 17, 2012
End of Day May 15, 2012
S&P 500 Change
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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 

 


FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

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EquiTrust Life Insurance Company/West Des Moines, IA
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