Master Retirement Plan Fundamentals Deck (RPF Study Flashcards)

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

Decks in this class (33)

RPF M1 U1 Why Do Employers Establish Qualified Plans
Why do employers establish qualif...,
What is an employer sponsored plan 2,
What is erisa 3
12  cards
RPF M1 U2 What Is the Process for Setting Up the Plan
Study
41  cards
RPF M1 U3 Who Is Covered
Study
34  cards
RPF M1 U4 How Does Money Get Into the Plan
Study
28  cards
RPF M1 U5 When Can People Take Money Out
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36  cards
RPF M1 U6 How Does a Plan Maintain Tax Qualification
Study
19  cards
RPF M1 U7 Who Helps Manage the Plan
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33  cards
RPF M2 U1 Eligibility
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36  cards
RPF M2 U2 Plan Entry and Participation
Study
22  cards
RPF M2 U3 Contribution Types
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44  cards
RPF M2 U4 Tracking Employee Account Information
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29  cards
RPF M3 U1 Distribution Process
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31  cards
RPF M3 U2 Termination of Employment
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17  cards
RPF M3 U3 In-Service Withdrawals
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22  cards
RPF M3 U4 Hardship Withdrawals
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22  cards
RPF M3 U5 Required Minimum Distributions
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25  cards
RPF M3 U6 Other Distributable Events
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25  cards
RPF M4 U1 Rules that Govern Participant Loans
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28  cards
RPF M4 U2 Calculating the Loan Amount and Refinancing
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33  cards
RPF M4 U3 Repayment Requirements and Consequences of Defaults
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27  cards
RPF M4 U4 Advantages and Disadvantages of Loans
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11  cards
RPF M5 U1 Highly Compensated Employees
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11  cards
RPF M5 U2 Minimum Coverage Testing
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13  cards
RPF M5 U3 Annual Limits
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10  cards
RPF M5 U4 Nondiscrimination Testing
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34  cards
RPF M5 U5 Top-Heavy Testing
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10  cards
RPF M5 U6 Annual Reporting
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15  cards
RPF M6 U1 Preparation for a Simple Conversion
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39  cards
RPF M6 U2 Completing the Conversion Process
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34  cards
RPF M6 U3 Complicating Factors
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63  cards
RPF M6 U4 Case Studies
Study
42  cards
M5_Forms, Schedules and Attachments
Study
15  cards
M5_Annual Reporting Calendar
Study
11  cards

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Master Retirement Plan Fundamentals Deck (RPF Study Flashcards)

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