summary annual report
Definition
A document that must be distributed to all participants in a retirement plan at the end of the financial year. The summary annual report contains financial and related information about the plan.
This content can be found on the following page:
http://www.investorwords.com/5810/summary_annual_report.html
email to a friend
 print this definition
 cite this definition
 link to this page
Copy and paste this HTML in your website to link to this page
Related terms:
qualified retirement plan
Related Research Articles from the InvestorGuide.com University
SEP and SIMPLE Plans
Learn about Simplified Employee Pension Plans and Savings Incentive Match Plans for Employees. Includes information on how to contribute, who is eligible, and how withdrawals work from each.
Annuities
Learn all you need to know about annuities. Includes a description of fixed, variable, and equity-indexed annuities, with emphasis on taxes, distributions, payments, and fees of each.
Roth IRA
Not satisfied with a typical IRA? Learn all you need to know about Roth IRAs, including information on contributions, withdrawals, conversions, distributions, and recharacterizations.
|
