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Topic 1: To Vest or Not to Vest Discuss the rationale behind the different vesting schedules and explain why an employer might choose one vesting...

Topic 1: To Vest or Not to Vest

Discuss the rationale behind the different vesting schedules and explain why an employer might choose one vesting schedule over another.


Topic 2: Appreciating Those Thrift Retirement Plans

Discuss advantages and disadvantages of savings or thrift plans, especially considering different employee age and income levels.


Topic 3: About Those Profit Sharing Plans

Discuss similarities and differences between Section 401(k) plans and other qualified profit sharing plans.

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