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Leo O'Connor
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Decks in this class (11)
Chapter 3 - Qualified Plan Overview
Define anti alienation protection 1,
Define average benefits percentag...,
Define average benefits test 3
81
cards
Chapter 4 - Qualified Pension Plans
Define actuary 1,
Define back loading 2,
Define cash balance pension plans 3
76
cards
Chapter 5 - Profit Sharing Plans
Define actual contribution percen...,
Define actual deferral percentage...,
Define age based profit sharing p...
65
cards
Chapter 6 - Stock Bonus Plans & Employee Stock Ownership Plans
Define adequate consideration sta...,
Define dilution 2,
Define discretionary 3
38
cards
Chapter 9 - IRAs and SEPs
Define active participant 1,
Define adjusted basis ab 2,
Define adjusted gross income agi 3
67
cards
Chapter 10 - SIMPLE, 403(b), and 457 Plans
Define annuity contracts 1,
Define 15 year rule 2,
Define final 3 year catch up prov...
69
cards
Chapter 8 - Installation, Administration, and Termination of Qualified Plans
Define actual contribution percen...,
Define actual deferral percentage...,
Define cash or deferred arrangeme...
44
cards
Chapter 12 - Deferred Compensation and Nonqualified Plans
Define irc 83 b election 1,
Define nonqualified deferred comp...,
Define nonqualified plans 3
64
cards
Chapter 2 - Retirement Planning Accumulations and Distributions
Define annuity method 1,
Define capital needs analysis 2,
Define capital preservation model...
34
cards
Chapter 7 - Distributions from Qualified Plans
Define adjusted basis 1,
Define coda cash or deferred arra...,
Define direct rollover 3
86
cards
Test 2 - SS, Medicare, Risk Management
What of preretirement income does...,
When should you apply for benefit...,
When can widows and widowers begi...
16
cards
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Retirement
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