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.