In an employer sponsored retirement plan like a 401(k) or 457 the employer usually determines the investment options of the plan. With an IRA, the account owner may determine the universe of investment options. Some examples of investment choices include annuities, exchange traded funds, bonds, individuals stocks and certificates of deposit.

The Deferred Compensation Board is responsible for selecting and monitoring the investment options offered by the WDC. The Board annually reviews the performance of the investment options offered to determine if they continue to meet established benchmarks. Options that are determined to be no longer acceptable may be removed from the WDC and new options may be added. See similar questions...

Contributions purchase Trust interests. The Trust then purchases shares of the SM&R Mutual Funds. Trust interests are offered by Securities Management and Research, Inc. (SM&R), member NASD, SIPC. Like all securities products, the investment return and principal value of an investment will fluctuate and trust interests, when redeemed, may be worth more or less than their original cost. See similar questions...

The basic investment vehicle for each of these plans is an IRA, and the investment restrictions apply equally to all types of IRAs. See similar questions...

Your SIMPLE-IRA account may buy or exchange any fund as long as the minimum initial and subsequent investment limits are met. To be eligible for ongoing SIMPLE-IRA salary deferrals or employer contributions, however, a fund must waive the investment minimums for SIMPLE-IRA customers. See a list of eligible Fidelity Funds and no load and no transaction fee funds from other well known fund companies. See similar questions...

Even though the money owed to you and/or your IRA represents a claim in a bankruptcy estate, the IRS provides different tax treatment for IRA investments and/or distributions from such IRA investments. It is critical that you identify your claim as IRA investment if your investment was originally recorded as an IRA contribution. See similar questions...

MassMutual will provide you with a pin number which will enable you to change your investment options via a toll-free number or Internet site. See similar questions...

You may transfer money among an annuity's investment portfolios as often as you like without incurring any current income tax liability. Withdrawals of taxable amounts are subject to income tax and, prior to age 59½, may be subject to a 10% IRS penalty. A surrender charge may also apply. See similar questions...

For Retirement accounts like IRAs, your only Core account option is Fidelity Cash Reserves, a money market fund1. For Brokerage accounts, your Core is an interest-bearing cash account called FCASH2, unless you specified otherwise when you opened your Fidelity Account. FCASH should be used for cash temporarily awaiting reinvestment; it is not intended solely for the purpose of earning interest. Investors should consider higher yielding investment alternatives for funds not needed immediately. See similar questions...

You can establish an IRA and/or other retirement plan with a $100 minimum initial investment and an expressed intention to increase the investment to $1,500 within 12 months. Accounts may also be established with a $100 minimum initial investment and the establishment of automatic monthly investments of at least $100 withdrawn from your bank account monthly as specified through the Automated Clearing House. See similar questions...

We have programs for cash and rollover investors, depending upon how much you have to invest. Contact Us for more information on these other programs. See similar questions...

Initially, your HSA will be a bank deposit account that will earn tiered interest rates for balances in the cash portion of the HSA. These funds are insured by the FDIC to the maximum extent provided by law. After your account reaches a cash balance of $500 in excess of $3,000 (the HSA Investment Threshold amount), you will have the opportunity to invest in a set menu of mutual funds by setting up an Investment Sweep sub-account to your HSA. See similar questions...

Answer: Currently, there are 23 "Best of Class" investment options. You may visit the ING Financial Services website for a detailed list. Also, a self-directed brokerage account is a supplement to the core options, providing an additional 10,000 mutual fund choices. See similar questions...

In order to quality for the "tax-free" rollover, the proceeds from the sale of stock to the ESOP must be invested in securities (stocks or bonds) of domestic operating companies. Mutual funds and government securities are excluded. Securities of public or private companies, provided that the investor does not already have a controlling interest in the company, are eligible. It is permissible to margin the securities that have been acquired from the rollover proceeds. See similar questions...

According to federal law, the investment option chosen for an account can be changed one time each year. However, each time a new contribution is made to an account, the investor can select a different investment option for the new contribution into the plan. See similar questions...

Investment options differ from plan to plan and can include a variety of mutual funds, money market funds, or Trustee directed accounts. See similar questions...