Retirement Planning

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

Flashcard maker: Tommy Boye

Decks in this class (25)

CH 1 - Pension & Retirement Planning Overview
The creator of this deck did not yet add a description for what is included in this deck.
9  cards
CH 2 - The Retirement Field
The creator of this deck did not yet add a description for what is included in this deck.
6  cards
CH 3 - Preliminary Concerns
The creator of this deck did not yet add a description for what is included in this deck.
15  cards
CH 4 - Defined-Benefit, Cash-Balance, Target-Benefit, & Money-Purchase Pension Plans
The creator of this deck did not yet add a description for what is included in this deck.
13  cards
CH 5 - Profit-Sharing Plans, 401(K) Plans, Stock Bonus Plans, & ESOPs
The creator of this deck did not yet add a description for what is included in this deck.
21  cards
CH 6 - SEPs, SIMPLEs, & 403(b) Plans
The creator of this deck did not yet add a description for what is included in this deck.
16  cards
CH 7 - Coverage, Eligibility, & Participation Rules
The creator of this deck did not yet add a description for what is included in this deck.
12  cards
CH 8 - Designing Benefit Formulas & Employee Contributions
The creator of this deck did not yet add a description for what is included in this deck.
21  cards
CH 9 - Loans, Vesting, Top-Heavy Rules & Retirement Ages
The creator of this deck did not yet add a description for what is included in this deck.
22  cards
CH 10 - Death & Disability Benefits; Beneficiary Planning
The creator of this deck did not yet add a description for what is included in this deck.
14  cards
CH 11 - Plan Funding & Investing
The creator of this deck did not yet add a description for what is included in this deck.
9  cards
CH 12 - Fiduciary Responsibility
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22  cards
CH 13 - Plan Installation & Administration
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12  cards
CH 14 - Plan Termination
The creator of this deck did not yet add a description for what is included in this deck.
11  cards
CH 15 - Non-Qualified Deferred-Compensation Plans
The creator of this deck did not yet add a description for what is included in this deck.
23  cards
CH 16 - Equity-Based Compensation Plans
The creator of this deck did not yet add a description for what is included in this deck.
18  cards
CH 17 - Individual Retirement Arrangements
The creator of this deck did not yet add a description for what is included in this deck.
17  cards
CH 18 - Individual Retirement Arrangements II
The creator of this deck did not yet add a description for what is included in this deck.
5  cards
CH 19 - Social Security
The creator of this deck did not yet add a description for what is included in this deck.
16  cards
CH 20 - Introduction To Individual Retirement Planning
The creator of this deck did not yet add a description for what is included in this deck.
10  cards
CH 21 - Retirement Needs Analysis
The creator of this deck did not yet add a description for what is included in this deck.
13  cards
CH 22 - Determining Post-Retirement Monetary Needs–Case Study
The creator of this deck did not yet add a description for what is included in this deck.
6  cards
CH 23 - Additional Retirement Planning Issues
The creator of this deck did not yet add a description for what is included in this deck.
31  cards
CH 24 - Distributions From Retirement Plans
The creator of this deck did not yet add a description for what is included in this deck.
18  cards
CH 25 - Distributions from Retirement Plans
The creator of this deck did not yet add a description for what is included in this deck.
7  cards

More about Retirement Planning

  • Class purpose General learning

The creator of this class did not yet add a description for what is included in this class.

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