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Tommy Boye
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Decks in this class (25)
CH 1 - Pension & Retirement Planning Overview
Name the eight qualified plans 1,
Name the three other non qualifie...,
What are the four tax advantage p...
9
cards
CH 2 - The Retirement Field
Titles of erisa title i ________ ...,
What is the role of the irs in th...,
What is the role of the dol in th...
6
cards
CH 3 - Preliminary Concerns
What is the fact finding process ...,
What is the maximum annual benefi...,
What is the maximum annual benefi...
15
cards
CH 4 - Defined-Benefit, Cash-Balance, Target-Benefit, & Money-Purchase Pension Plans
Why is a defined benefit plan is ...,
Identity the following define ben...,
What s past service 3
13
cards
CH 5 - Profit-Sharing Plans, 401(K) Plans, Stock Bonus Plans, & ESOPs
What four plans are considered dc...,
Why would an employer choose a pr...,
What profit sharing plan borrow f...
21
cards
CH 6 - SEPs, SIMPLEs, & 403(b) Plans
What is annual contribution limit...,
What are the three features of a ...,
What three features make a simpli...
16
cards
CH 7 - Coverage, Eligibility, & Participation Rules
Who is considered a highly compen...,
Non discrimination rules prohibit...,
What is the 410 b rule 3
12
cards
CH 8 - Designing Benefit Formulas & Employee Contributions
Safe harbor is a strategy designe...,
What is a level allocation formula 2,
In an attempt to satisfy the nond...
21
cards
CH 9 - Loans, Vesting, Top-Heavy Rules & Retirement Ages
In general loans are allowed in _...,
Loans are generally allowed for c...,
To avoid taxation a loan must be ...
22
cards
CH 10 - Death & Disability Benefits; Beneficiary Planning
A db plan can provide a qualified...,
A qualified pre retirement surviv...,
This is a form of payment for mar...
14
cards
CH 11 - Plan Funding & Investing
Pension protection act is a unifo...,
How is a plan exempte from minimu...,
How would the following actuarial...
9
cards
CH 12 - Fiduciary Responsibility
Someone is considered a fiduciary...,
Some decisions by employers are a...,
Participant fee disclosure rules ...
22
cards
CH 13 - Plan Installation & Administration
What are the three steps to adopt...,
This is a clear and simple descri...,
When is the spd due 3
12
cards
CH 14 - Plan Termination
What are the three concerns prior...,
What are the two alternatives to ...,
What is the difference between a ...
11
cards
CH 15 - Non-Qualified Deferred-Compensation Plans
What is the employer s objective ...,
Section 409a allows executives to...,
Executives are allowed to change ...
23
cards
CH 16 - Equity-Based Compensation Plans
What are the four reasons for usi...,
Incentive stock options price mus...,
Employer grants ellie right to pu...
18
cards
CH 17 - Individual Retirement Arrangements
What is the maximum contribution ...,
What is the maximum catch up for ...,
Explain the exemption for the 5 5...
17
cards
CH 18 - Individual Retirement Arrangements II
What are the two types of ira fun...,
Name the two types of ira prohibi...,
What are three prohibited transac...
5
cards
CH 19 - Social Security
What workers are not covered by s...,
A person is considered fully insu...,
There is one quarter of coverage ...
16
cards
CH 20 - Introduction To Individual Retirement Planning
What are the six items of the ret...,
The average retiree has unique __...,
Holistic planning involves coordi...
10
cards
CH 21 - Retirement Needs Analysis
What is the average age of retire...,
What are the four reasons for ear...,
What are four problems early reti...
13
cards
CH 22 - Determining Post-Retirement Monetary Needs–Case Study
Six steps to determine the amount...,
Which of the following is inflati...,
Usually clients determine their o...
6
cards
CH 23 - Additional Retirement Planning Issues
When using the home as a financia...,
How often can the 250 000 500 000...,
How long does the client have to ...
31
cards
CH 24 - Distributions From Retirement Plans
How can you obtain a qualified or...,
Yes a distribution from second ro...,
What is one way to be certain you...
18
cards
CH 25 - Distributions from Retirement Plans
What are the distribution options...,
What is the annuity option for ir...,
What are the three key issues for...
7
cards
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