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Brenden Steltz
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Decks in this class (7)
Chapter 1: Plan Qualification Requirements
A qualified plan may rely on oper...,
A plan sponsor is not required to...,
The consistent failure of a plan ...
34
cards
Chapter 2: Type of Plans
An employee bears the investment ...,
A simple ira plan must have a cal...,
A sep is available only to indivi...
23
cards
Chapter 3: Requirements for Eligibility and Participation
The statutory plan entry date is ...,
An employee incurs a break in ser...,
An employee permanently loses cre...
25
cards
Chapter 4: Highly Compensated Employees
What does hce stand for,
What does nhce stand for,
The identification of hces is nec...
25
cards
Chapter 5: Key Employees and Top-Heavy Plans
An officer earning more than 165 ...,
Related rollovers between plans m...,
Catch up contributions are disreg...
16
cards
Chapter 6: Requirements for Coverage
Based on the following informatio...,
All of the following are excludab...,
Based on the following informatio...
8
cards
Exam Questions
All of the following are hces wit...,
Based on the following informatio...,
All of the following statements r...
195
cards
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DC-1
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