What Makes a Plan Qualified?139 views
This course is designed to teach the basic requirements for a retirement plan to be qualified including the tax benefits and the ramifications of losing tax qualified status. The course covers required plan language as well as discretionary options a plan sponsor may choose to include in a plan. In addition the course illustrates the various types and features of qualified plans including employer eligibility, plan establishment, contributions/benefits, and vesting. The course also demonstrates the maximum contribution limits available for the various types of qualified plans.
*Disclaimer: This recording is not eligible for Continuing Education Credits