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Geoff White
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Decks in this class (11)
Unit 1: Plan Types
Money purchase plans are less pop...,
Money purchase plans must have wh...,
Distributions from money purchase...
49
cards
Unit 2: Plan Qualifications
Erisa stands for what,
The irs jurisdiction over erisa p...,
The dol jurisdiction over erisa p...
12
cards
Unit 3: EE Contributions
What are the three types of emplo...,
In order to defer on use paid tim...,
The 415 limit for 2022 is 61 000 ...
17
cards
Unit 4: Distributions
What are the five options for pla...,
What are the downsides to buying ...,
What qualified plans are required...
81
cards
Unit 5: Participant Loans
What are the four pros of offerin...,
What are the three negatives of o...,
What are the three types of plans...
24
cards
Unit 6: Eligibilty
What s six steps should be undert...,
There are two computation periods...,
What is the counting hours method...
23
cards
Unit 7: Vesting
Employees are always vested in th...,
The law does not require all plan...,
What is the maximum age that can ...
17
cards
Unit 8: ER Contributions
What is the most stringent requir...,
Pro rata is limited to a percenta...,
How is pro rata calculated on a d...
13
cards
Unit 9: Safe Harbor 401(k)
What are the three safeharbor req...,
In what manner are safe harbor co...,
Describe midyear adoption of safe...
16
cards
Acronyms and Study Short Cuts
What are the components of holder...,
When it comes to deciding what to...,
What is the key plaid used for
16
cards
Cards With Dates
Erisa stands for
1
cards
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qka-1
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