Chapter 18 - TOOLS & TECHNIQUES OF EMPLOYEE BENEFIT AND...

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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 Defined Contribution Plans Chapter 18: Savings/Match Plan True/False 18.1 A savings plan is a qualified defined contribution plan that encourages employee after-tax contributions 18.2 Employer matching contributions to a savings plan are subject to the same vesting requirements as applied to top-heavy plans. 18.3 A savings plan is subject to ERISA reporting and disclosure rules. Answers: 18.1 true [p. 177] 18.2 true [p. 178] 18.3 true [p. 180] Multiple Choice 18.4 A savings/match plan works best in a company that has:
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This note was uploaded on 01/30/2012 for the course INS INS 3503 taught by Professor Tammimetz during the Fall '11 term at Mississippi State.

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Chapter 18 - TOOLS & TECHNIQUES OF EMPLOYEE BENEFIT AND...

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