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Chapter 8 - TOOLS TECHNIQUES OF EMPLOYEE BENEFIT AND...

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TOOLS & TECHNIQUES OF EMPLOYEE BENEFIT AND RETIREMENT PLANNING 9th Edition College Course Materials Deanna L. Sharpe, Ph.D., CFP®, CRPC®, CRPS® Associate Professor CFP® Program Director Personal Financial Planning Department University of Missouri-Columbia Please Note : Correct answers for each question are indicated in bold type. After each question, the number of the page containing information relevant to answering the question is given. When a calculation is necessary or the reasoning behind a given answer may be unclear, a brief rationale for the correct answer is also given. Part A: Retirement Planning ERISA and Tax Rules for Qualified Plans Chapter 8: Qualified Plans: Distributions and Loans True/False 8.1 Defined benefit plans must have a joint and survivor annuity as the default form of benefit. 8.2 Some defined contribution plans that are subject to ERISA must meet pre-retirement and joint and survivor annuity requirements. 8.3 The penalty for early withdrawal from a qualified plan does not apply to distributions from the plan if the employee has separated from service after attaining age 55.
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