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Retirement Planning - Back Room Technician
I. Employer Sponsored Retirement Plans I01 Qualified Retirement Plans I02 Life Insurance in Qualified Plans I03 Keogh Plans I04 Traditional Profit Sharing Plan I05 Traditional Money Purchase Pension Plan I06 Nontraditional Defined Contribution Pension Plan I07 Traditional Defined Benefit Pension Plan I08 Target Benefit Pension Plan I09 Employee Stock Ownership Plan (ESOP) I10 Cash or Defeffed - IRC Section 40 l(k) Pension Plan I11 Tax Sheltered Annuities - IRC Section 403(b) I12 Stock Bonus Plans I13 Age-Weighted Profit Sharing Plan I14 Fully Insured Defined Benefit Pension Plan I15 Simplified Employee Plan (SEP) I16 Salary Reduction SEPs (SAR-SEP) I17 SIMPLE Retirement Plans I18 Qualified Plans Compared I19 Defined Contribution Plans Compared I20 Top-Heavy Plans I21 Fiduciary Standards and Responsibilities I22 Prohibited Transaction Rules I23 Qualified Plan Participant Loans |
Updated 05/15/01 2:36 PM
