1. User Guide
  2. Deposit Insurance Calculations as per FDIC 370
  3. ORC Classification and Insurance Calculation
  4. Certain Retirement Accounts (CRA)

5.3.3 Certain Retirement Accounts (CRA)

This Ownership Right and Capacity includes Individual Retirement Accounts (IRA) such as Traditional and Roth IRAs, Savings Incentive Match Plan for Employees (SIMPLE) IRAs, Simplified Employee Pension (SEP) IRAs, and Section 457 deferred compensation plans. This also includes self-directed Keogh Plans and self-directed Defined Contribution plans.