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chfc hs 326 planning for retirement needs

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

By: Laura Golden
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Decks in this class (10)

CHAPTER 2 ACCUMULATION & DISTRIBUTION
Rwle,
Rle,
Wrr
24  cards
Chapter 3 Qualified Plan Overview
Pension plan db,
Pension plan dc,
Psp
40  cards
Chapter 4 Qualified Pension Plans
Pension plans,
Profit sharing plans,
Anti cutback rule
51  cards
Chapter 5 & 6 - Profit Sharing Plans, Stock Bonus Plans, & Employee Stock Ownership Plans
Psp contributions,
Psp employer stock,
Psp types
52  cards
Chapter 7 - Distributions from Qualified Plans
Qualified plan distribution options,
In service distributions,
Early termination distributions
23  cards
Chapter 8 - Installation, Administration and Termination of Qualified Plans
Relevant issues with selecting pl...,
Employee census,
Plan selection step 1
30  cards
Chapter 9 - IRAs and SEPs
Non deductible ira distributions,
Nondeductible contribution and di...,
Retirement saver s credit
9  cards
Chapter 10 - Simple, 403b and 457 plans
Simple ira eligibility,
5304 vs 5305,
Grace period
28  cards
Chapter 12 - Deferred Compensation and Nonqualified Plans
Deferred compensation plan,
Nqdc funding type,
Unfunded nqdc
28  cards
Chapter 13 & 14 Employee Fringe and Group Benefits
0  cards

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chfc hs 326 planning for retirement needs

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