Details of any open stock-settled derivative positions (including traded options), or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions).

Details of any open stock-settled derivative positions (including traded options), or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions).

While rolling over a traditional 401(k) account has its quirks, rolling over a Roth 401(k) comes with a unique set of rules. This article highlights some key considerations to keep in mind when ...