18-4 Planning for Retirement Needs

8-2 Explain the strategies for satisfying the nondiscrimination rules for defined-contribution plans- Part 1

19-4 Explain the eligibility requirements for retirement benefits, survivors benefits, and disability benefits

Code Sec

15-8 Explain when Code Sec. 457 applies to a deferred-compensation arrangement

4-3 Describe the basic features of a cash-balance plan. Also describe why large employers choose to convert traditional defined-benefit plans to a cash-balance arrangement

9-4 Planning for Retirement Needs

3-2 Identify the rule differences between defined-benefit and defined-contribution plans

8-4 Discuss the past and current role of voluntary employee after-tax contributions and describe the nondiscrimination rules that apply to these types of contributions

1-4 Explain how tax-advantaged plans benefit business owners

3-5 Define the term Keogh plan and calculate the maximum allowable deduction under a defined-contribution plan

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HS 326 Audio: Planning For Retirement Needs

1-1 Compare tax-advantaged retirement plans with nonqualified plans and IRAs

Identify what the prohibited transaction rules are intended to accomplish and how they work

12-4 Identify what the prohibited transaction rules are intended to accomplish and how they work

Explain the individual account plan exception that limits fiduciary liability when participants make investment decisions

12-3 Explain the individual account plan exception that limits fiduciary liability when participants make investment decisions

Identify the key distribution issues for the middle-class client who is concerned about financing retirement needs

25-2 Identify the key distribution issues for the middle-class client who is concerned about financing retirement needs

Describe the steps for terminating a defined-benefit plan

14-3 Describe the steps for terminating a defined-benefit plan

Explain what is unique about the distribution of plan assets at the time of plan termination

14-5 Explain what is unique about the distribution of plan assets at the time of plan termination

Identify the scope of the fiduciary rules that apply to retirement plans

12-1 Identify the scope of the fiduciary rules that apply to retirement plans

6-0 SEPs, SIMPLEs, and 403(b) Plans

Identify the key ongoing responsibilities of plan administration

13-2 Identify the key ongoing responsibilities of plan administration

13-0 Plan Installation and Administration

Identify the various funding instruments, and describe in detail how a trust operates

11-2 Identify the various funding instruments, and describe in detail how a trust operates

1-2 Identify why tax-advantaged retirement plans are a positive retirement-saving vehicle for employees

Compare simplified employee pensions (SEPs) to qualified plans, and identify when a SEP is a good alternative to a profit-sharing plan

6-1 Compare simplified employee pensions (SEPs) to qualified plans, and identify when a SEP is a good alternative to a profit-sharing plan

Describe the steps that must be taken to install a corporate plan

13-1 Describe the steps that must be taken to install a corporate plan

Understand how the incidental death benefit requirements limit the amount of life insurance in a qualified plan

10-2 Understand how the incidental death benefit requirements limit the amount of life insurance in a qualified plan

Identify the impact of reverting assets to the employer in a defined-benefit plan

14-4 Identify the impact of reverting assets to the employer in a defined-benefit plan

Identify the types of benefit formulas available in a defined-benefit plan

4-1 Identify the types of benefit formulas available in a defined-benefit plan

Identify reasons for, alternatives to, and limitations on terminating a qualified retirement plan

14-1 Identify reasons for, alternatives to, and limitations on terminating a qualified retirement plan

14-0 Plan Termination

Describe the impact of failing to satisfy the fiduciary rules and ways to protect the plan and fiduciaries

12-5 Describe the impact of failing to satisfy the fiduciary rules and ways to protect the plan and fiduciaries

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