| Plan Type | |
|---|---|
| 401(k) | Yes as funding vehicle only (no plan administration). |
| 412(i)(e) | No |
| Charity ownership | Yes |
| Defined Benefit Plan ownership | Yes |
| Inherited/Beneficiary IRA | Yes |
| Non-Qualified Annuities | Yes |
| Non-Qualified Stretch | No |
| Pension Plan ownership | Yes |
| Profit Sharing | Yes |
| Roth | Yes |
| SEP | Yes |
| SIMPLE | No |
| Traditional IRA | Yes |
| TSA's | Yes for existing TSA's No for new TSA's |
Not for use with consumers.
Annuities are intended as long-term savings vehicles. The annuity is not guaranteed by any bank or credit union and is not insured by the FDIC or any other governmental agency. The purchase of an annuity is not a provision or condition of any bank or credit union activity. Some annuities may go down in value.
The Standard is a marketing name for Standard Insurance Company (Portland, Oregon), licensed in all states except New York. Products and availability vary by state and are solely the responsibility of Standard Insurance Company.