This class was created by Brainscape user Kade Meyer. Visit their profile to learn more about the creator.
By:
Kade Meyer
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Decks in this class (6)
Plan Characteristics
Pension plans,
Profit sharing plans,
Non qualified plans
21
cards
Tests
Ratio test,
50 40 test,
General safe harbor test
4
cards
Lesson 4: Profit Sharing plans, stock bonus, ESOP
Esop diversification request,
Leveraged esop,
Esop characteristics
13
cards
Lesson 5: Distributions from Qualified Plans
Pension plan default benefit,
Pension plan in service distribut...,
Pension plans early termination
12
cards
Lesson 6 and 7
Eligible employee notification of...,
Spd,
Spd requirements
18
cards
Lesson 8 SImple, 403b and 457
Simple req,
Simple age 50 catch up,
3
cards
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hs326
- Class purpose General learning
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