Chapter 11 - 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 11: ERISA Reporting and Disclosure True/False 11.1 The employee benefit plans of state, federal, or local governments or governmental organizations are exempt from ERISA. 11.2 To comply with the pension plan reporting and disclosure rules under ERISA, employers must use the Annual Report to describe major provisions of the plan to plan participants in plain language.
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