RET.11.HO.8 - 2015MoneyEducation 11th Edition RETIREMENT...

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©2015 Money Education Retirement Planning, 11th Ed. Chapter 8 1 © 2015 Money Education CH 8 | Installation, Administration, & Termination of Qualified Plans 1 Retirement Planning and Employee Benefits CHAPTER 8: INSTALLATION, ADMINISTRATION, & TERMINATION OF QUALIFIED PLANS 11 th Edition RETIREMENT PLANNING AND EMPLOYEE BENEFITS Michael A. Dalton | James F. Dalton © 2015 Money Education CH 8 | Installation, Administration, & Termination of Qualified Plans 2 Retirement Planning and Employee Benefits Chapter 8: Learning Objectives 1. Use the plan selection process to identify the best plans for a business to adopt. 2. Understand the requirements for establishing a qualified plan. 3. Describe the documents that must be provided to employees and other interested parties related to qualified plans. 4. Compare the investment options available to a plan sponsor. 5. Determine the requirements for a self-employed plan participant. 6. Discuss prohibited transactions and the penalties for engaging in such a transaction. 7. Understand the various Form 5500 filing requirements for qualified plans. 8. Calculate the maximum contribution for a self-employed plan participant. 9. Identify the types of qualified plan terminations. 10. Determine the implications for assets reverting back to the plan sponsor upon plan termination. © 2015 Money Education CH 8 | Installation, Administration, & Termination of Qualified Plans 3 Retirement Planning and Employee Benefits Introduction Overall Compensation Package Goal: Attract – Retain – Reward Selection Time-Consuming Expensive Establishment Requirements Filings
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