How to import accounts into Money. 1  Click File, and then click New. 2  In the File Name box, type the name that you want to use for the new file, and then click OK. 3  Open the Account List. 4  Create a new account that has an opening balance of zero for each account that you exported from the other version of Money.ow to import accounts into Money. 1  Click File, and then click New. 2  In the File Name box, type the name that you want to use for the new file, and then click OK. 3  Open the Account List. 4  Create a new account that has an opening balance of zero for each account that you exported from the other version of Money.
A dividend reinvestment program or dividend reinvestment plan (DRIP) is an equity investment option offered directly from the underlying company.
The Summary Plan Description, or SPD, is the main vehicle for communicating plan rights and obligations to participants and beneficiaries. As the name suggests, it is a summary of the material provisions of the plan document, and it should be understandable to the average participant of the employer. Note: An insurance company's Master Contract, Certificate of Coverage, or Summary of Benefits is not a plan document or SPD.