Retirement Planning & Employee Benefits

Question 1

Exam Tip Pension vs Profit Sharing

Question 2

Pension vs Profit

Question 3

Exam Tip - Advantages Of Qualified Plans
See answer too

Answer 3

Question 4

Exam Tip- 5% Owner

Question 5

Exam Tip - Defined Benefit 50/40

Question 6

Exam Tip - Vesting Calculations

Question 7

Exam Tip Defined Benefit Plans & Contributions Plans

Question 8

Exam Tip- Cash Balance Plans

Question 9

Exam Tip - Excess Rate

Question 10

Exam Tip - Entities allowed to establish 401k Plan

Question 11

Exam Tip - Employer Contribution Calculation

Question 12

Exam Tip - Roth IRA CHART

Question 13

Exam Tip - ADP schedule

Question 14

ADP CALCULATED

Question 15

Stock Bonus vs Profit Sharing

Question 16

ESOP Requirements

Answer 16

Question 17

NUA EXAMPLE

Question 18

10% Penalty Rules

Question 19

Avoid 10% with Qualified Plans

Question 20

Minimum Distributions

Question 21

Distribution Continued

Question 22

Designated Beneficiaries Distributions

Question 23

Pension vs Profit Sharing Plans Chart

Question 24

Keogh Plan

Question 25

Disqualified Person

Question 26

Earned vs Non Earned Income

Question 27

IRA Deductible

Question 28

Exceptions to 10% Early Withdrawal Penalty

Question 29

Exam Tip - Collectible

Question 30

Prohibited Transaction

Continued below

Answer 30

Question 31

Simple IRA & 401k, 401k plans

Question 32

457 Plan Chart

Question 33

Rabbi & Secular

Question 34

ISO

Question 35

NQSO VS ISO

Question 36

Endorsement Method