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By:
Patrick Bross
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Decks in this class (13)
1 - Investment Management Within Retirement Plans
Investmnent risks _________ refle...,
The tax aspect of an investment i...,
Ublished in 2011 an 84 year time ...
32
cards
2 - Individual Retirement Accounts (IRAs)
To be eligible to establish an in...,
An individual will cease to be el...,
Under a spousal ira plan of this ...
25
cards
3 - Keogh and Small Employer Plans
The following eligibility conditi...,
A keogh plan can be designed as e...,
If a defined benefit keogh plan i...
26
cards
4 - Executive Retirement Arrangements
Excess benefit plans provide bene...,
Top hat plans are plans that are ...,
Despite its failure to issue regu...
29
cards
5 - Stock Compensation Plans
Among the number of requirements ...,
The main tax advantage of isos is...,
Applies to taxpayers who have cer...
25
cards
6 - Defined Benefit Plan Overview I
An employer adopting a qualified ...,
Describe the advantages of a cont...,
Describe the disadvantages of a c...
32
cards
7 - Defined Benefit Plan Overview II
A ______ is a promise by an emplo...,
Under a typical pension plan how ...,
The ultimate cost of the plan is ...
29
cards
8 - Cash Balance and Other Hybrid Retirement Plan Approaches
Retirement plans that blend attri...,
While hybrid plans come in severa...,
Among factors that should be cons...
25
cards
9 - Plan Sponsor Administrative Functions
Although the scope and function o...,
Plan complexity makes __________ ...,
There are dual standards to meet ...
23
cards
10 - Communication, Investment Advice and Other Participant Services
Regardless of the technological a...,
There are several key times when ...,
In addition to the times when emp...
31
cards
11 - Plan Governance and Fiduciary Oversight
A plan sponsor should establish a...,
The retirement plan committee sho...,
A key function of the retirement ...
21
cards
12 - Wealth Management and Distribution Planning
Comprehensive diversification a c...,
An individual may opt for some fo...,
_____________ sometimes the selec...
29
cards
RPA 2 - End of Chapter Questions
An investment approach designed t...,
Pension plans have been choosing ...,
All the following represent impor...
36
cards
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