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Melissa's Flash Cards

This class was created by Brainscape user Melissa Stevens. Visit their profile to learn more about the creator.

By: Melissa Stevens
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Decks in this class (18)

Defined Contribution
Who controls the investment choices,
What is the annual additions limi...,
Is there a guaranteed final benefit
8  cards
Traditional Profit Sharing Plan
Is a traditional profit sharing p...,
Does an employer have to contribu...,
Can traditional profit sharing pl...
6  cards
401(k) Plan
To what plans can a coda provisio...,
Employee contributions are subjec...,
Employer contributions are subjec...
8  cards
Money Purchase Pension Plans
Are money purchase pension plans ...,
Are money purchase pension plans ...,
What percent can be invested in e...
5  cards
Target Benefit Pension Plans
When is actuary work required in ...,
Can employees contribute to a tar...,
What are three reasons an employe...
3  cards
Investments
Total risk is measured by what,
What are the 5 non diversifiable ...,
Systematic risk is measured by what
37  cards
Insurance
What is medicare coverage for nur...,
What are the benefit triggers for...,
What does the pool of money struc...
41  cards
Tax
What are the 6 most common above ...,
What are the 5 categories of item...,
When taking the standard deductio...
56  cards
Estate Planning
How long does a survivorship peri...,
What are the 4 invalid will provi...,
What is testamentary capacity
32  cards
Traditional Defined Benefit Pension Plan
Why would a sponsor choose this plan,
What is a red flag that can elimi...,
What does a fully insured traditi...
3  cards
Cash Balance Pension Plan
What type of vesting is required ...,
What 2 credits make up contributi...
2  cards
403(B) Plans
What are the catch up contributions,
403 b plans are subject to a _ pe...,
What are the 2 investment choices...
3  cards
General Principles
Who sets fiscal policy and what l...,
Who sets monetary policy and what...,
List 3 qualifications for a 529 a...
25  cards
Behavioral Finance
What is anchoring and give an exa...,
What is prospect theory and give ...,
What is break evenitis and give a...
6  cards
457(b) Plan
What are the 3 special catch up r...
1  cards
Other Retirement
What is the shortcut to net earni...,
What is the shortcut to net,
What are the 2 main flags to use ...
27  cards
BIG IDEAS
Life insurance when someone dies,
Explain a qtip trust,
Improving your credit score
16  cards
Financial Ratios
Current ratio,
Quick ratio,
Working capital
17  cards

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Melissa's Flash Cards

  • Class purpose General learning

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