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Kim Bowman
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Decks in this class (13)
Assignment 1 - Investment Management
Type of investment approach that ...,
Type of investment risk that refl...,
Term for converting an inv into c...
39
cards
Assignment 2 - IRA's
Indiv decides 1,
Tax treatment 2,
Sources of income 3
36
cards
Assignment 3 - Retirement Plans for Small Businesses
Tax status of partnership 1,
Partnership 2,
Owner employee partnerships 3
20
cards
Assignment 4 - Executive Retirement Arrangements
Tax issues 1,
If a taxpayer is receiving a curr...,
States that even if an indiv has ...
27
cards
Assignment 5 - Stock Compensation Plans
Type of ee stock comp plan 1,
Type of ee stock comp plan 2,
Reasons for employee stock comp p...
36
cards
Assignment 6 - Defined Benefit Overview 1
A db plan that is integrated w ss...,
The point at which ees would rece...,
Type of plan that bases benef on ...
28
cards
Assignment 7 - Defined Benefit Overview 2
Excess of the funding target over...,
Title given to a person professio...,
Present value of a db plan s accr...
24
cards
Assignment 8 - Cash Balance & other Hybrid Retirement Approaches
Dc hybrid plan profit sharing pla...,
Term for a plan that is actually ...,
A dc plan which annual contrib is...
16
cards
Assignment 9 - Plan Sponsor Administration
A personalized stmt that must be ...,
A sum rpt on the fin status of an...,
An indiv that exercises any discr...
22
cards
Assignment 10 - Communication, Investment Advice and Other Participant Services
Factor resulting in bad choices 1,
A lifecycle fund that maintains a...,
Factor resulting in inactivity on...
27
cards
Assignment 11 - Fiduciary Oversight and Plan Governance
A chg or modif often driven by ch...,
Arrangement b w recordkeeper and ...,
A formal written doc distributed ...
18
cards
Assignment 12 - Wealth Management and Distribution Planning
A process for managing resources ...,
A method of regular systematic in...,
No fixed assumptions 3
24
cards
Additional Questions
The difference b w irr and time w...,
An ira contribution 1 must be mad...,
An ira structure must be used in ...
20
cards
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RPA 2
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