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Retirement Planning and Employee Benefits

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

By: Susanna Pinto
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Decks in this class (12)

1. Retirement Needs Analysis
Steps for retirement planning,
Social security benefit for spouse,
Medicare coverage and costs
9  cards
2. Qualified Retirement Plans
Qualified plans,
Tax advantaged plans,
Qualified plan rules
89  cards
3. Non-Qualified Plans
When are nonqualified plans used,
When does corporation receive ded...,
When are benefits forfeitable
63  cards
4. Government 457 Plans
Section 457 plan,
Employers who can use the section...,
Eligible plans
19  cards
5. Other Tax-Advantaged Plans
Traditional ira,
When used,
Pros
37  cards
6. Investment Considerations for Retirement Plans
Suitability of investment types,
Time horizon and risk,
Prudent person standard of care
36  cards
7. Distributive Rules, Alternatives and Taxation
Planning retirement distribution ...,
Qualified pension plans provision...,
Automatic benefit
39  cards
8. Plan Selection for Businesses
Tax considerations,
Calculation of capital needs at r...,
Calculation of capital needs at d...
35  cards
9. Employment Benefit Plans
How to design group life insuranc...,
Group term,
The group permanent policy
76  cards
10. Employer/Employee Insurance Arrangements
Closely held businesses,
Sole proprietorships,
Sole proprietorships
46  cards
11. Social Security, Medicare and Medicaid
Major perils covered by social se...,
Social security tax dollars,
Earned credits
47  cards
12. Regulatory Considerations
Government retirement rules timeline,
Government regulation order,
Internal revenue code irc deducti...
35  cards

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Retirement Planning and Employee Benefits

  • Class purpose General learning

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