This is a common screen where an user can choose plans that are common for IRA savings as well as IRA Certificate of Deposits.

This is a common screen where an user can define plan level attributes that are common for IRA savings as well as IRA Certificate of Deposits.

This screen captures data that are specific to a IRA plan type such as Contribution Limits, Age cut-off and Contribution limits beyond age-cut-off (catch-up contribution limits), List of applicable contribution and distribution codes that can be associated while doing a contribution OR distribution transaction for the IRA plan, and so on.

Note: The contribution, distribution and exception codes (exception codes for exception from early distribution penalty in exception cases) are static configurations that can be associated to a IRA transaction during a contribution or distribution to an IRA plan.

This topic contains the following subtopics:

• Create IRA Plans
  This topic explains the systematic instructions to create IRA plans.
• View IRA Plans
  This topic explains the systematic instructions to view the list of configured IRA plans.