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Patrick Bross
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Decks in this class (11)
1 - Private Retirement Plan and Social Security Development
Why have private retirement plans...,
Is the assumption that the financ...,
The following are among key chang...
29
cards
RPA 1 Practice Questions
The securities and exchange commi...,
The daisy company sponsors a 401 ...,
Which of the following statements...
31
cards
2 - Understanding Retirement Risks
A successful defined contribution...,
The following factors contribute ...,
Generally is a living arrangement...
21
cards
3 - Retirement Plan Design
Speci c objectives that the emplo...,
A compensation oriented approach ...,
An ef cient retirement plan desig...
25
cards
4- Defined Contribution vs. Defined Benefit Structures
A defined contribution plan is to...,
The nondiscrimination requirement...,
The controlled group rules can re...
27
cards
5 - Overview of Defined Contribution Plan Structure
The impact of inflation is much g...,
Types of plans that exist to prom...,
Created to invest primarily in em...
19
cards
6 - Profit-Sharing Plans and Money Purchase Plans
While the internal revenue servic...,
The maximum deductible contributi...,
Are money purchase pension plans ...
31
cards
7 - Foundations of 401(k) Plans
In ____ employers responded to th...,
For determining immediate and hea...,
________ are considered as wages ...
41
cards
8 - 401(k) Practice Issues
Some of the emerging issues of re...,
_________ is a portfolio strategy...,
Which type of fees generally repr...
30
cards
9- 403(b) Plan Issues
A us tax advantaged retirement sa...,
A qualified employer for purposes...,
Is the 402 g limit affected by ei...
28
cards
10 - Section 457 Plans: Public and Private Sector Use
To receive tax preferred treatmen...,
Eligible employers generally use ...,
During any or all of the three ta...
27
cards
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rpa 1
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