Brainscape's Knowledge GenomeTM


Top Flashcards (Certified)
All Flashcards

Learn Qualified Plans

Study Qualified Plans using smart web & mobile flashcards created by top students, teachers, and professors. Prep for a quiz or learn for fun!
Brainscape Certified flashcards
(0)
Decks
Flashcards
Learners
User Generated flashcards
(30)
Decks
Flashcards
Learners
  • CFP 5 Retirement
    CFP 5 Retirement

    CFP 5 Retirement

    By: Carsten Hood
    4 Qualified Plans, 5 403b, 457, SEP, SIMPLE, & IRAs, 5 SE tax ...
    8
    Decks
    98
    Flashcards
    1
    Learner
  • Retirement Planning and Employee Benefits
    Retirement Planning and Employee Benefits

    Retirement Planning and Employee Benefits

    By: Susanna Pinto
    1. Retirement Needs Analysis, 2. Qualified Retirement Plans, 3. Non-Qualified Plans ...
    12
    Decks
    531
    Flashcards
    1
    Learner
  • Retirement Planning and Employee Benefits
    Retirement Planning and Employee Benefits

    Retirement Planning and Employee Benefits

    By: Sridhar Thakkalapally
    Retirement Needs Analysis - Examples, Retirement Needs Analysis - Review Questions, Qualified Retirement Plan Rules - Examples ...
    14
    Decks
    205
    Flashcards
    1
    Learner
  • Retirement Savings and Income Planning
    Retirement Savings and Income Planning

    Retirement Savings and Income Planning

    By: Christopher Marrone
    Retirement Needs Analysis, Social Security and Medicare, Medicaid ...
    11
    Decks
    355
    Flashcards
    2
    Learners
  • CFP Exam | Wrong Ch. ?s
    CFP Exam | Wrong Ch. ?s

    CFP Exam | Wrong Ch. ?s

    By: P C
    Investment Planning | Lesson 6: Bond Valuation, Investment Planning | Lesson 5: Bonds, Investment Planning | Lesson 4: Stock Valuation & Ratio Analysis ...
    32
    Decks
    300
    Flashcards
    4
    Learners
  • NC Life & Health Insurance
    NC Life & Health Insurance

    NC Life & Health Insurance

    By: Nadirah Washington
    Life Insurance Basics, Life Insurance Policies, Annuities ...
    11
    Decks
    386
    Flashcards
    3
    Learners
  • RPF (Retirement Plan Fundamentals)
    RPF (Retirement Plan Fundamentals)

    RPF (Retirement Plan Fundamentals)

    By: Joshua Brown
    Unit 1: Why Do Employers Establish Qualified Plans?, Terms, Guiding Questions
    3
    Decks
    39
    Flashcards
    2
    Learners
  • GBA 1
    GBA 1

    GBA 1

    By: Carli Weber
    Module 1 - The Environment of Employee Benefit Plans, Module 2 - Risk Concepts and Employee Benefit Planning, Module 3 - Spectrum of Health Plans ...
    11
    Decks
    246
    Flashcards
    2
    Learners
  • Examfx
    Examfx

    Examfx

    By: Viola Quaye
    General insurance, Life insurance basics, Life Insurance policies ...
    9
    Decks
    316
    Flashcards
    1
    Learner
  • Course 5: Retirement Savings and Income Planning
    Course 5: Retirement Savings and Income Planning

    Course 5: Retirement Savings and Income Planning

    By: Michael Byrns
    Module 1: Qualified Plan Requirements and Regulatory Plan Considerations, Module 2: Defined Benefits and Other Pension Plans, Module 3: Profit-Sharing and Other Defined Contribution Plans ...
    7
    Decks
    275
    Flashcards
    1
    Learner
  • Life and Health
    Life and Health

    Life and Health

    By: Rose Edwards
    CH 1 General Insurance, CH 2 Life Insurance Basics, CH 3 Life Insurance Policies ...
    18
    Decks
    602
    Flashcards
    20
    Learners
  • Northwestern Mutual
    Northwestern Mutual

    Northwestern Mutual

    By: Noah McDonald
    Interview, General Insurance, Life Insurance Basics ...
    13
    Decks
    351
    Flashcards
    1
    Learner
  • MI Life Insurance Exam
    MI Life Insurance Exam

    MI Life Insurance Exam

    By: Danielle Davis
    Chapter 1: General Insurance, Life Insurance Basics, Annuities ...
    7
    Decks
    388
    Flashcards
    1
    Learner
  • CFP 5 - Retirement Savings and Income Planning
    CFP 5 - Retirement Savings and Income Planning

    CFP 5 - Retirement Savings and Income Planning

    By: Mike Hcolluccm
    105-1 Qualified Plan Requirements & Regulatory Plan Considerations, 105-2 Defined Benefit & Other Pension Plans, 105-3 Profit-Sharing and Other Defined Contribution Plans ...
    10
    Decks
    164
    Flashcards
    6
    Learners
  • 2021 NYS Life and Health
    2021 NYS Life and Health

    2021 NYS Life and Health

    By: Leo O'Connor
    Chapter 1 - General Insurance, Chapter 2 - Life Insurance Basics, Chapter 3 - Life Insurance Policies ...
    18
    Decks
    554
    Flashcards
    2
    Learners
  • Financing Fundamentals
    Financing Fundamentals

    Financing Fundamentals

    By: Elizabeth S
    Loan Repayment Plans/Loan Types and Clauses, Loan Repayment Plans and Loan Types, Vocab-Loan Repayment/Loan Types & Clauses ...
    4
    Decks
    128
    Flashcards
    1
    Learner
  • CFP 515
    CFP 515

    CFP 515

    By: Erin Little
    Chapter 1: Qualified Plan Requirements and Regulatory Considerations, Chapter 2:, Chapter 3: Profit sharing & 401(k) plans ...
    8
    Decks
    171
    Flashcards
    2
    Learners
  • Jonesy CFP
    Jonesy CFP

    Jonesy CFP

    By: Jonesy Chauvot
    Income Tax Chapter 8: Alternative Minimum Tax, Insurance, Income Tax: Chapter 9; Passive Activities ...
    21
    Decks
    301
    Flashcards
    1
    Learner
  • ChFC - Retirement Planning & Employee Benefits
    ChFC - Retirement Planning & Employee Benefits

    ChFC - Retirement Planning & Employee Benefits

    By: Jose Ledesma
    02. Retirement Planning Accumulation & Distributions, 03. Qualified Plan Overview, Calculations & Formulas ...
    5
    Decks
    58
    Flashcards
    3
    Learners
  • API 575
    API 575

    API 575

    By: Kyle Beilby
    References, Section 4 - Types of Tanks, Section 5 - Reasons to Inspect ...
    10
    Decks
    196
    Flashcards
    5
    Learners
  • Retirment Planning
    Retirment Planning

    Retirment Planning

    By: John Abel
    Qualified Plans, Deferred Compensation & Employee Benefits, Other Tax-Advantaged Plans ...
    5
    Decks
    280
    Flashcards
    1
    Learner
  • Health & Life
    Health & Life

    Health & Life

    By: Christie Creech Hite
    Chapter 1 - General Insurance Concepts, Ch. 2 - Accident and Health Insurance Basics, Chapter 3 - Individual Health Insurance Policy General Provisions ...
    10
    Decks
    859
    Flashcards
    1
    Learner
  • Employee Benefits
    Employee Benefits

    Employee Benefits

    By: Elim Wu
    Health-Care Plans - Defining and Exploring Health-Care Plans, Retirement Plans - Qualified Plans, Retirement Plans - Types of Defined Contribution Plans ...
    6
    Decks
    111
    Flashcards
    3
    Learners
  • Topic 4: Recruiting Qualified Applicants
    Topic 4: Recruiting Qualified Applicants

    Topic 4: Recruiting Qualified Applicants

    By: Dhina Mendez
    4.1 Introduction to Recruiting Qualified Applicants, 4.2 Purposes and Importance of Recruitment, 4.3 Recruitment Planning and Programs ...
    10
    Decks
    106
    Flashcards
    12
    Learners
  • XCEL Life, Accident, and Health Insurance FOR CALIFORNIA
    XCEL Life, Accident, and Health Insurance FOR CALIFORNIA

    XCEL Life, Accident, and Health Insurance FOR CALIFORNIA

    By: Charissa Riedel
    INTRO TO LIFE INSURANCE, LAW OF CONTRACTS AND OTHER CONTRACT FEATURES, FIELD AND HOME OFFICE UNDERWRITING AND POLICY ISSUANCE ...
    19
    Decks
    758
    Flashcards
    4
    Learners
  • Unit 1: Types of Accounts
    Unit 1: Types of Accounts

    Unit 1: Types of Accounts

    By: Josie Meeks
    Unit 1: Types of Accounts, Unit 1.7: Retirement Accounts, 1.3 Business Accounts ...
    8
    Decks
    160
    Flashcards
    1
    Learner
  • CFP Retirement & Income Planning
    CFP Retirement & Income Planning

    CFP Retirement & Income Planning

    By: Connor Kirkpatrick
    Qualifed Plans, Profit Sharing Plans, Distributions From Qualified Plans & IRAs ...
    4
    Decks
    209
    Flashcards
    1
    Learner
  • LAH Course
    LAH Course

    LAH Course

    By: Manny V Aguilar
    Intro to Life Insurance, Law of Contracts and Other Contract Features, Field and Home Office Underwriting and Policy Delivery ...
    12
    Decks
    707
    Flashcards
    1
    Learner
  • insurance chapter 7
    insurance chapter 7

    insurance chapter 7

    By: mayco h
    Federal Tax Considerations and Retirement Plans, Taxation of Group Life Insurance, Modified Endowment Contracts (MECs) ...
    9
    Decks
    42
    Flashcards
    2
    Learners
  • CFP - RETIREMENT
    CFP - RETIREMENT

    CFP - RETIREMENT

    By: Jerod Yee
    Intro to Qualified Plans (L1), Pension Plans and Profit Sharing Plan (L2), Administration of Qualified Plans (L3)
    3
    Decks
    52
    Flashcards
    1
    Learner

Knowledge Genome

Brainscape helps you reach your goals faster, through stronger study habits.
© 2025 Bold Learning Solutions. Terms and Conditions