This class was created by Brainscape user Tommy Boye. Visit their profile to learn more about the creator.
By:
Tommy Boye
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Decks in this class (25)
CH 1 - Pension & Retirement Planning Overview
No deck description has yet been added by the author.
9
cards
CH 2 - The Retirement Field
No deck description has yet been added by the author.
6
cards
CH 3 - Preliminary Concerns
No deck description has yet been added by the author.
15
cards
CH 4 - Defined-Benefit, Cash-Balance, Target-Benefit, & Money-Purchase Pension Plans
No deck description has yet been added by the author.
13
cards
CH 5 - Profit-Sharing Plans, 401(K) Plans, Stock Bonus Plans, & ESOPs
No deck description has yet been added by the author.
21
cards
CH 6 - SEPs, SIMPLEs, & 403(b) Plans
No deck description has yet been added by the author.
16
cards
CH 7 - Coverage, Eligibility, & Participation Rules
No deck description has yet been added by the author.
12
cards
CH 8 - Designing Benefit Formulas & Employee Contributions
No deck description has yet been added by the author.
21
cards
CH 9 - Loans, Vesting, Top-Heavy Rules & Retirement Ages
No deck description has yet been added by the author.
22
cards
CH 10 - Death & Disability Benefits; Beneficiary Planning
No deck description has yet been added by the author.
14
cards
CH 11 - Plan Funding & Investing
No deck description has yet been added by the author.
9
cards
CH 12 - Fiduciary Responsibility
No deck description has yet been added by the author.
22
cards
CH 13 - Plan Installation & Administration
No deck description has yet been added by the author.
12
cards
CH 14 - Plan Termination
No deck description has yet been added by the author.
11
cards
CH 15 - Non-Qualified Deferred-Compensation Plans
No deck description has yet been added by the author.
23
cards
CH 16 - Equity-Based Compensation Plans
No deck description has yet been added by the author.
18
cards
CH 17 - Individual Retirement Arrangements
No deck description has yet been added by the author.
17
cards
CH 18 - Individual Retirement Arrangements II
No deck description has yet been added by the author.
5
cards
CH 19 - Social Security
No deck description has yet been added by the author.
16
cards
CH 20 - Introduction To Individual Retirement Planning
No deck description has yet been added by the author.
10
cards
CH 21 - Retirement Needs Analysis
No deck description has yet been added by the author.
13
cards
CH 22 - Determining Post-Retirement Monetary Needs–Case Study
No deck description has yet been added by the author.
6
cards
CH 23 - Additional Retirement Planning Issues
No deck description has yet been added by the author.
31
cards
CH 24 - Distributions From Retirement Plans
No deck description has yet been added by the author.
18
cards
CH 25 - Distributions from Retirement Plans
No deck description has yet been added by the author.
7
cards
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retirement planning
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