18-4 Planning for Retirement Needs

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

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

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