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Unformatted text preview: directed back to Chapters 7 and 12 for information on ERISA and other regulatory requirements, and to Chapter 10 for plan installation information. The chapter ends with a question and answer section, with some focus given on estate planning for closely held business sharehoders. CFP CERTIFICATION EXAMINATION TOPIC: Topic 61: Types of retirement plans B. Types and basic provisions of qualified plans 1. Defined contribution c. Profit sharing 4) Stock bonus plan 5) Employee stock ownership plan (ESOP) KEY WORDS: ESOP, stock bonus plan, ESOP loan...
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This note was uploaded on 02/24/2010 for the course ACCOUNTING 578844 taught by Professor Mctosh during the Spring '10 term at UCLA.
- Spring '10