Qualified Plans are those plans which provide some tax benefit to the investor.  These plans must meet certain requirements laid down by the Internal Revenue Code.

The Qualified Plan field is located on the Modify Account Information Screen and, because of the various number of qualified plans, this is a Yes/No field.

It can be searched on the Selection Criteria Investment Details Screen.

Examples of Qualified Plans

Defined Benefit Pension Plan

Defined Contribution Pension Plan

Profit Sharing Plan

Simple IRA

IRA

Roth IRA

and others.