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Level 1
April 12, 2026
Question

The retirement plan includes medical insurance and the monthly pension money, is that a qualified plan or non-qualified plan?

  • April 12, 2026
  • 1 reply
  • 49 views
Which plan is it qualified or non-qualified?

1 reply

Level 15
April 12, 2026

Generally a pension is a qualified plan, however it depends on how the plan is structured under Internal Revenue Code.  

 

A guide to common qualified plan requirements

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