Chapter 19_RF - referral back to Chapter 10 for plan...

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Chapter 19 S AVINGS /M ATCH P LAN LEARNING OBJECTIVES: A. Have a basic understanding of savings/match (thrift) plans REVIEW: This chapter begins with a slightly longer “What is it?” section, describing savings or thrift plans. Following a section on when such a plan may be useful, the chapter identifies some advantages and disadvantages. Design features and tax implications are discussed next, and the chapter ends with a reference for learning more and the
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Unformatted text preview: referral back to Chapter 10 for plan installation information. FEATURED TOPICS: Thrift plans (savings plans) CFP® CERTIFICATION EXAMINATION TOPIC: Topic 61: Types of retirement plans B. Types and basic provisions of qualified plans 1. Defined contribution c. Profit sharing 7 ) T h r i f t p l a n KEY WORDS: savings plan, thrift plan, match plan, actual contribution percentage (ACP), safe harbor, notice requirement, matching contribution limitation...
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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.

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