This class was created by Brainscape user Tommy Boye. Visit their profile to learn more about the creator.
By:
Tommy Boye
- decks
- flashcards
- learners
Decks in this class (25)
CH 1 - Pension & Retirement Planning Overview
8 qualified plans,
3 non qualified plans,
Tax advantagetax advantage plan c...
9
cards
CH 2 - The Retirement Field
Titles of erisatitle i _________t...,
What is the role of the irs,
What is the role of the dol in th...
6
cards
CH 3 - Preliminary Concerns
What is the fact finding process ...,
What is the,
What is the maximum annual benefi...
15
cards
CH 4 - Defined-Benefit, Cash-Balance, Target-Benefit, & Money-Purchase Pension Plans
Why was the unit benefit established,
Identity the following define ben...,
What s past service
13
cards
CH 5 - Profit-Sharing Plans, 401(K) Plans, Stock Bonus Plans, & ESOPs
What 4 plans are considered defin...,
Why would an employer choose a pr...,
Which one of the following plans ...
21
cards
CH 6 - SEPs, SIMPLEs, & 403(b) Plans
How is the allocation limit for a...,
What four features makes a profit...,
What three features makes a profi...
16
cards
CH 7 - Coverage, Eligibility, & Participation Rules
Who is considered a highly compen...,
Non discrimination rules prohibit...,
What is the 410 b rule for
12
cards
CH 8 - Designing Benefit Formulas & Employee Contributions
Safe harbor is a strategy designe...,
This is a type of cross tested pl...,
Whether we are using the social s...
21
cards
CH 9 - Loans, Vesting, Top-Heavy Rules & Retirement Ages
In general loans are allowed in _...,
Loans are not allowed in seps and...,
To avoid taxation a loan must be ...
22
cards
CH 10 - Death & Disability Benefits; Beneficiary Planning
A db plan can provide a qualified...,
A qpsa and a qjsa must be provide...,
Qualified joint survivor annuity ...
14
cards
CH 11 - Plan Funding & Investing
Pension protection act is a unifo...,
How is a plan exempted from minim...,
How would the following actuarial...
9
cards
CH 12 - Fiduciary Responsibility
Someone is considered a fiduciary...,
Some decisions by employers are a...,
Participant fee disclosure rules ...
22
cards
CH 13 - Plan Installation & Administration
What are the three steps to adopt...,
This is a clear and simple descri...,
When is the spd due
12
cards
CH 14 - Plan Termination
What are the three concerns prior...,
What are the two alternatives to ...,
What is the difference between a ...
11
cards
CH 15 - Non-Qualified Deferred-Compensation Plans
What is the employer s objective ...,
Section 409a allows executives to...,
Executives are allowed to change ...
23
cards
CH 16 - Equity-Based Compensation Plans
What are the four reasons for usi...,
Incentive stock options price mus...,
Employer grants ellie right to pu...
18
cards
CH 17 - Individual Retirement Arrangements
What is the maximum contribution ...,
What is the maximum catch up for ...,
Explain the exemption for the 5 5...
17
cards
CH 18 - Individual Retirement Arrangements II
What are the two types of ira fun...,
Name the two types of ira prohibi...,
What are three prohibited transac...
5
cards
CH 19 - Social Security
What workers are not covered by t...,
A person is considered fully insu...,
There is one quarter of coverage ...
16
cards
CH 20 - Introduction To Individual Retirement Planning
What are the six items of the ret...,
The average retiree has unique __...,
Holistic planning involves coordi...
10
cards
CH 21 - Retirement Needs Analysis
What is the average age of retire...,
What are the four reasons for ear...,
What are four problems early reti...
13
cards
CH 22 - Determining Post-Retirement Monetary Needs–Case Study
What are the six steps in determi...,
Which of the following is inflati...,
Usually clients determine their o...
6
cards
CH 23 - Additional Retirement Planning Issues
When using the home as a financia...,
How often can the 250 000 500 000...,
How long does the client have to ...
31
cards
CH 24 - Distributions From Retirement Plans
How can you obtain a qualified or...,
Yes a distribution from second ro...,
How can mandatory withholdings fr...
18
cards
CH 25 - Distributions from Retirement Plans
What are the three types of benef...,
What are the three types of benef...,
What are the three key distributi...
7
cards
More about
Retirement Planning
- Class purpose General learning
Learn faster with Brainscape on your web, iPhone, or Android device. Study Tommy Boye's Retirement Planning flashcards for their ISU class now!
How studying works.
Brainscape's adaptive web mobile flashcards system will drill you on your weaknesses, using a pattern guaranteed to help you learn more in less time.
Add your own flashcards.
Either request "Edit" access from the author, or make a copy of the class to edit as your own. And you can always create a totally new class of your own too!
What's Brainscape anyway?
Brainscape is a digital flashcards platform where you can find, create, share, and study any subject on the planet.
We use an adaptive study algorithm that is proven to help you learn faster and remember longer....
Looking for something else?
R04 - Pensions & retirement planning
- 12 decks
- 150 flashcards
- 2 learners
Decks:
Introduction, Money In, During, And more!
Retirement Plans Final
- 5 decks
- 91 flashcards
- 3 learners
Decks:
Distribution Of Qualified Plans, Plan Selection And Administration, Iras And Roth Iras, And more!
A2 History Germany Essay Plans
- 16 decks
- 801 flashcards
- 213 learners
Decks:
How Accurate Is It To Say That The Weima, How Accurate Is It To Say That The Spd L, Nazi Consolidation Of Power In 1933 Was, And more!
