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Learn Qualified Plans

Study Qualified Plans using smart web & mobile flashcards created by top students, teachers, and professors. Prep for a quiz or learn for fun!

Top Qualified Plans Flashcards Ranked by Quality

  • Course 5: Retirement Savings and Income Planning
    Course 5: Retirement Savings and Income Planning

    Course 5: Retirement Savings and Income Planning

    By: Michael Byrns
    275 Cards – 
    7 Decks – 
    1 Learner
    Sample Decks: Module 1: Qualified Plan Requirements and Regulatory Plan Considerations, Module 2: Defined Benefits and Other Pension Plans, Module 3: Profit-Sharing and Other Defined Contribution Plans
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  • MI Life Insurance Exam
    MI Life Insurance Exam

    MI Life Insurance Exam

    By: Danielle Davis
    388 Cards – 
    7 Decks – 
    1 Learner
    Sample Decks: Chapter 1: General Insurance, Life Insurance Basics, Annuities
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  • API 575
    API 575

    API 575

    By: Kyle Beilby
    196 Cards – 
    10 Decks – 
    4 Learners
    Sample Decks: References, Section 4 - Types of Tanks, Section 5 - Reasons to Inspect
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  • 2021 NYS Life and Health
    2021 NYS Life and Health

    2021 NYS Life and Health

    By: Leo O'Connor
    554 Cards – 
    18 Decks – 
    1 Learner
    Sample Decks: Chapter 1 - General Insurance, Chapter 2 - Life Insurance Basics, Chapter 3 - Life Insurance Policies
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  • CFP 515
    CFP 515

    CFP 515

    By: Erin Little
    171 Cards – 
    8 Decks – 
    2 Learners
    Sample Decks: Chapter 1: Qualified Plan Requirements and Regulatory Considerations, Chapter 2:, Chapter 3: Profit sharing & 401(k) plans
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  • Estate Planning
    Estate Planning

    Estate Planning

    By: Tom Anichini
    316 Cards – 
    21 Decks – 
    1 Learner
    Sample Decks: 11. Marital Deduction, 17 Generation Skipping Transfer Tax, 7. Gifting Strategies
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  • CFP Exam | Wrong Ch. ?s
    CFP Exam | Wrong Ch. ?s

    CFP Exam | Wrong Ch. ?s

    By: P C
    300 Cards – 
    32 Decks – 
    1 Learner
    Sample Decks: Investment Planning | Lesson 6: Bond Valuation, Investment Planning | Lesson 5: Bonds, Investment Planning | Lesson 4: Stock Valuation & Ratio Analysis
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  • GBA 1
    GBA 1

    GBA 1

    By: Carli Weber
    246 Cards – 
    11 Decks – 
    1 Learner
    Sample Decks: Module 1 - The Environment of Employee Benefit Plans, Module 2 - Risk Concepts and Employee Benefit Planning, Module 3 - Spectrum of Health Plans
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  • Life and Health
    Life and Health

    Life and Health

    By: Rose Edwards
    602 Cards – 
    18 Decks – 
    7 Learners
    Sample Decks: CH 1 General Insurance, CH 2 Life Insurance Basics, CH 3 Life Insurance Policies
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  • Retirement Savings And Income Planning
    Retirement Savings And Income Planning

    Retirement Savings And Income Planning

    By: Alexander Ling
    249 Cards – 
    4 Decks – 
    1 Learner
    Sample Decks: Module 1 Qualified Plans Requirements and Regulatory Plan Considerations, Module 2 Defined Benefit and Other Pension Plans, Module 3 Profit-Sharing and Other Defined Contribution Plans
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  • Health & Life
    Health & Life

    Health & Life

    By: Christie Creech Hite
    859 Cards – 
    10 Decks – 
    1 Learner
    Sample Decks: Chapter 1 - General Insurance Concepts, Ch. 2 - Accident and Health Insurance Basics, Chapter 3 - Individual Health Insurance Policy General Provisions
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  • Retirment Planning
    Retirment Planning

    Retirment Planning

    By: John Abel
    280 Cards – 
    5 Decks – 
    1 Learner
    Sample Decks: Qualified Plans, Deferred Compensation & Employee Benefits, Other Tax-Advantaged Plans
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  • CFP Retirement & Income Planning
    CFP Retirement & Income Planning

    CFP Retirement & Income Planning

    By: Connor Kirkpatrick
    209 Cards – 
    4 Decks – 
    1 Learner
    Sample Decks: Qualifed Plans, Profit Sharing Plans, Distributions From Qualified Plans & IRAs
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  • Employee Benefits
    Employee Benefits

    Employee Benefits

    By: Elim Wu
    111 Cards – 
    6 Decks – 
    3 Learners
    Sample Decks: Health-Care Plans - Defining and Exploring Health-Care Plans, Retirement Plans - Qualified Plans, Retirement Plans - Types of Defined Contribution Plans
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  • Topic 4: Recruiting Qualified Applicants
    Topic 4: Recruiting Qualified Applicants

    Topic 4: Recruiting Qualified Applicants

    By: Dhina Mendez
    106 Cards – 
    10 Decks – 
    12 Learners
    Sample Decks: 4.1 Introduction to Recruiting Qualified Applicants, 4.2 Purposes and Importance of Recruitment, 4.3 Recruitment Planning and Programs
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  • Financing Fundamentals
    Financing Fundamentals

    Financing Fundamentals

    By: Elizabeth S
    110 Cards – 
    4 Decks – 
    1 Learner
    Sample Decks: Loan Repayment Plans/Loan Types and Clauses, Loan Repayment Plans and Loan Types, Vocab-Loan Repayment/Loan Types & Clauses
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  • Unit 1: Types of Accounts
    Unit 1: Types of Accounts

    Unit 1: Types of Accounts

    By: Josie Meeks
    160 Cards – 
    8 Decks – 
    1 Learner
    Sample Decks: Unit 1: Types of Accounts, Unit 1.7: Retirement Accounts, 1.3 Business Accounts
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  • LAH Course
    LAH Course

    LAH Course

    By: Manny V Aguilar
    707 Cards – 
    12 Decks – 
    1 Learner
    Sample Decks: Intro to Life Insurance, Law of Contracts and Other Contract Features, Field and Home Office Underwriting and Policy Delivery
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  • HS326
    HS326

    HS326

    By: Kade Meyer
    71 Cards – 
    6 Decks – 
    2 Learners
    Sample Decks: Plan Characteristics, Tests, Lesson 4: Profit Sharing plans, stock bonus, ESOP
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  • Estate
    Estate

    Estate

    By: Madison M
    224 Cards – 
    10 Decks – 
    1 Learner
    Sample Decks: Methods of Property Transfer at Death, Characterisitics and Consequenses of Property Titling and Estate Planning Documents, Estate Tax Compliance and Tax Calculations, Sources for Estate Liquidity and Power of Appointment, Gifting Strategies, Gift Tax Compliance and Gift Tax Calculation
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  • CFP - RETIREMENT
    CFP - RETIREMENT

    CFP - RETIREMENT

    By: Jerod Yee
    52 Cards – 
    3 Decks – 
    1 Learner
    Sample Decks: Intro to Qualified Plans (L1), Pension Plans and Profit Sharing Plan (L2), Administration of Qualified Plans (L3)
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  • EA Part 1
    EA Part 1

    EA Part 1

    By: Saki K
    121 Cards – 
    9 Decks – 
    1 Learner
    Sample Decks: Taxpayers and Dependents, Income, IRA, Qualified Ret Plans, Pension, Annuities
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  • Retirement
    Retirement

    Retirement

    By: Erik Thurnher
    304 Cards – 
    37 Decks – 
    3 Learners
    Sample Decks: Required Minimum Distributions, General Retirement Planning, Social Security - Family Benefit
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  • My Review
    My Review

    My Review

    By: Anonymous Student
    67 Cards – 
    8 Decks – 
    2 Learners
    Sample Decks: CLU - CFP Topics 53 - 73 Estate Planning: Real Property Ownership, CLU - CFP Topics 53 - 73 Estate Planning: Wills and Will Substitutes, CLU - CFP Topics 53 - 73 Estate Planning: Introduction Trusts
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  • Fundamentals
    Fundamentals

    Fundamentals

    By: Bob Brown
    122 Cards – 
    3 Decks – 
    1 Learner
    Sample Decks: Life Insurance in a Qualified Plan, Retirement Plans, Fundamentals 1
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  • (ACA) AFFORDABLE CARE ACT
    (ACA) AFFORDABLE CARE ACT

    (ACA) AFFORDABLE CARE ACT

    By: Frederick Ford
    110 Cards – 
    10 Decks – 
    1 Learner
    Sample Decks: INTRODUCTION TO ACA, QUALIFIED HEALTH PLANS (QHP), ADVANCED PREMIUM TAX CREDIT (APTC)
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  • Life & Health Insurance
    Life & Health Insurance

    Life & Health Insurance

    By: Abigail Davis
    137 Cards – 
    13 Decks – 
    1 Learner
    Sample Decks: Chapter 1, Chapter 2 - Types of Life Insurance Policies, Chapter 3 - Annuity Contracts
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  • Cfp Self Made Cards
    Cfp Self Made Cards

    Cfp Self Made Cards

    By: laura browning
    144 Cards – 
    8 Decks – 
    1 Learner
    Sample Decks: Fundamentals - Registered Investment Advisors, Lesson 3 - Economic Business Cycle, Consumer Protection, Lesson 5 - Financial Statements and Analysis
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  • REC
    REC

    REC

    By: Ellena Ashley
    139 Cards – 
    14 Decks – 
    1 Learner
    Sample Decks: Understanding The Preparation Of Sales Activities In Recruitment, How To Idenfify Sales Opportunities, The Factors Involved In Qualifying Recruitment Sales Opportunities
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  • CFP Retirement Planning
    CFP Retirement Planning

    CFP Retirement Planning

    By: Jack Chapel
    15 Cards – 
    2 Decks – 
    1 Learner
    Sample Decks: Chapter 2 - Retirement Funding, Chapter 3 - Qualified Plans
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