Retirement Planning & Employee Benefits Flashcards
(36 cards)
1
Q
Exam Tip Pension vs Profit Sharing
A
2
Q
Pension vs Profit
A
3
Q
Exam Tip - Advantages Of Qualified Plans
See answer too
A
4
Q
Exam Tip- 5% Owner
A
5
Q
Exam Tip - Defined Benefit 50/40
A
6
Q
Exam Tip - Vesting Calculations
A
7
Q
Exam Tip Defined Benefit Plans & Contributions Plans
A
8
Q
Exam Tip- Cash Balance Plans
A
9
Q
Exam Tip - Excess Rate
A
10
Q
Exam Tip - Entities allowed to establish 401k Plan
A
11
Q
Exam Tip - Employer Contribution Calculation
A
12
Q
Exam Tip - Roth IRA CHART
A
13
Q
Exam Tip - ADP schedule
A
14
Q
ADP CALCULATED
A
15
Q
Stock Bonus vs Profit Sharing
A
16
Q
ESOP Requirements
A
17
Q
NUA EXAMPLE
A
18
Q
10% Penalty Rules
A
19
Q
Avoid 10% with Qualified Plans
A
20
Q
Minimum Distributions
A
21
Q
Distribution Continued
A
22
Q
Designated Beneficiaries Distributions
A
23
Q
Pension vs Profit Sharing Plans Chart
A
24
Q
Keogh Plan
A
25
Disqualified Person
26
Earned vs Non Earned Income
27
IRA Deductible
28
Exceptions to 10% Early Withdrawal Penalty
29
Exam Tip - Collectible
30
Prohibited Transaction
Continued below
31
Simple IRA & 401k, 401k plans
32
457 Plan Chart
33
Rabbi & Secular
34
ISO
35
NQSO VS ISO
36
Endorsement Method
