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Kaplan: Retirement Planning > Exhibit 1: Retirement Plans (pg. 11) > Flashcards

Exhibit 1: Retirement Plans (pg. 11) Flashcards

1
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: pension plan

A

qualified plan

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2
Q

Qualified plan, non-qualified plan, or other tax-advantaged plans: profit-sharing plan

A

qualified plan

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3
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: defined benefit plan

A

qualified plan

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4
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: cash balance plan

A

qualified plan

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5
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: target benefit plan

A

qualified plan

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6
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: money purchase plan

A

qualified plan

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7
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: DB(k) plan

A

qualified plan

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8
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: stock bonus plan

A

qualified plan

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9
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: ESOPs

A

qualified plan

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10
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: Section 401(k) plan

A

qualified plan

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11
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: thrift plan

A

qualified plan

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12
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: SIMPLE 401(k)

A

qualified plan

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13
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: age-based profit sharing plan

A

qualified plan

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14
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: new comparability plan

A

qualified plan

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15
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: SEP plan

A

other tax advantaged plan

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16
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: SARSEP plan

A

other tax advantaged plan

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17
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: traditional IRA

A

other tax advantaged plan

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18
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: Roth IRA

A

other tax advantaged plan

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19
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: SIMPLE IRA

A

other tax advantaged plan

20
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: Section 403(b) plan

A

other tax advantaged plan

21
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: Section 457 plan

A

nonqualified plan

22
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: nonqualified deferred compensation plan

A

nonqualified plan

23
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: nonqualified stock option plan

A

nonqualified plan

24
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: incentive stock option plan

A

nonqualified plan

25
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: phantom stock plan

A

nonqualified plan

26
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: restricted stock

A

nonqualified plan

27
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: employee stock purchase plan (ESPP)

A

nonqualified plan

28
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: Junior class shares

A

nonqualified plan

29
Q

Qualified plan, non-qualified plan, or other tax-advantaged plan: Stock appreciation rights (SARs)

A

nonqualified plan

30
Q

Pension plan or profit-sharing plan: defined benefit plan

A

pension plan

31
Q

Pension plan or profit-sharing plan: cash balance plan

A

pension plan

32
Q

Pension plan or profit-sharing plan: target benefit plan

A

pension plan

33
Q

Pension plan or profit-sharing plan: money purchase plan

A

pension plan

34
Q

Pension plan or profit-sharing plan: DB(k) plan

A

pension plan

35
Q

Pension plan or profit-sharing plan: profit-sharing plans (traditional)

A

profit-sharing plan

36
Q

Pension plan or profit-sharing plan: stock bonus plan

A

profit-sharing plan

37
Q

Pension plan or profit-sharing plan: ESOPs

A

profit-sharing plan

38
Q

Pension plan or profit-sharing plan: Section 401(k) plan

A

profit-sharing plan

39
Q

Pension plan or profit-sharing plan: thrift plan

A

profit-sharing plan

40
Q

Pension plan or profit-sharing plan: SIMPLE 401(k)

A

profit-sharing plan

41
Q

Pension plan or profit-sharing plan: Age-based profit-sharing plans

A

profit-sharing plan

42
Q

Pension plan or profit-sharing plan: new comparability plan

A

profit-sharing plan

43
Q

Which plans do NOT require mandatory annual funding?

A

profit-sharing plan

44
Q

Which plans are tested for discrimination on the basis of benefits as opposed to contributions?

A

defined benefit, target benefit, age-based profit-sharing, and new comparability plans

45
Q

Which plans are tested for discrimination regarding employee elective deferrals and employer-matching contributions?

A

section 401(k) plan

Kaplan: Retirement Planning (1 decks)

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