@CFP > RETIREMENT > Flashcards

RETIREMENT Flashcards

(14 cards)

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1
Q
  1. Intro
A

Parties

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2
Q
  1. Funding
A

Factors

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3
Q
  1. Qualified plan overview
A

History

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4
Q
  1. Qualified pension plans
A

Pension plans

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5
Q
  1. Profit sharing plans
A

7 types

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6
Q
  1. Stock bonus plans and employee stock ownership plans
A

Stock bonus plans

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7
Q
  1. Distributions from qualified employees
A

Pension plan distribution options

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8
Q
  1. Installation administration and termination of qualified plans
A

Intro

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9
Q
  1. IRA’s and SEPs
A

Characteristics

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10
Q
  1. Simple 403b 457 plan
A

Simple

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11
Q
  1. Social security
A

Social security

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12
Q
  1. Deferred compensation and nonqualified plans
A

Why

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13
Q
  1. Employee benefits- fringe benefits
A

Fringe benefits

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14
Q
  1. Employee benefits - group benefits
A

Group benefits

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