Chapter 26 - 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 Other Employer Retirement Plans Chapter 26: Governmental and Tax-Exempt Employer Deferred Compensation (Section 457) Plans True/False 26.1 A Section 457 plan that includes limits on the amount deferred is generally referred to as an eligible Section 457 plan. 26.2 Any participant in a Section 457 plan who is over age 50 can take advantage of the 50-or- over catchup contributions. 26.3 Qualified plan minimum distribution rules apply to Section 457 plans. Answers:
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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 26 - TOOLS & TECHNIQUES OF EMPLOYEE BENEFIT AND...

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