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Kim Bowman
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Decks in this class (10)
Assignment 1 - Priv. Ret. Plan and SS Dvlpmnt
Reverse mortgage bank pays homeow...,
Theory that bus sponsor retiremen...,
Theory that er s sponsor retireme...
19
cards
Assignment 2 - Retirement Risks
Concept of transitioning into ret...,
Risk of outiving retirement resou...,
According to society of actuaries...
15
cards
Assignment 3 - RP Design
1 income maintenance generally db...,
Retirement benefits based on the ...,
Retirement benefits based on the ...
19
cards
Assignment 4 - DC vs. DB Structures
Plan sets the benef to achieve sp...,
Plan sets the alloc method of the...,
Plan that satisfies the requireme...
28
cards
Assignment 5 - DC Plan Structure
Dc plan that has set req d contrib,
Dc plan w discret contrib made by...,
Plan formula which recognizes the...
13
cards
Assignment 6 - Prof.-Sharing Plans and Money Purch. Plans
Contrib by er is not req d but mu...,
Generally pro rata based on pay u...,
Permitted must be available to al...
20
cards
Assignment 7 - Foundation of 401K plans (CODAs)
Coda,
Adp,
Acp
22
cards
Assignment 8 - 401K Practice Issues
All provided by a single provider...,
Processing inv orders safe keepin...,
Instructs risk adverse investors ...
17
cards
Assignment 9 - 403(b) plans
Section of irc describing the sal...,
Ers who can sponsor 403 b plans,
Section sets limits on salary red...
16
cards
Assignment 10 - 457 plans
Even if not a cash benefit there ...,
Income is considered to be rec d ...,
Types of ers who can sponsor a 45...
20
cards
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RPA 1
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Looking for something else?
RPA 1 Directing Retirement Plans Part 1
- 2 decks
- 23 flashcards
- 1 learners
Decks:
Module 1 Private Retirement Plans Backgr, Module 2 Defined Contribution And Define, And more!
RPA 4
- 12 decks
- 686 flashcards
- 2 learners
Decks:
Assignment 1 Personal Wealth Mgmt, Assignment 2 A Macro View, Assignment 3 Investment Strategy, And more!
