Only highly compensated employees are covered by a legal services plan.

Dalton Construction has a defined contribution plan that provides 65% of account balances to the three owners, each of whom have a 10% ownership of the company. To remain qualified, which of the following vesting schedules would Dalton be permitted to use?

Alex Raul is reimbursed by his employer for expenses incurred in educating his two children. The reimbursement

What percentage of each annuity payment normally will be considered taxable income to a plan participant who has no cost basis in the plan?

An early distribution penalty can be assessed on Roth IRA withdrawals.

What is the maximum number of years of service a plan may require before a participant is 100% vested in a qualified defined benefit plan?

Jay Casteel, age 29, ran a small water ski and jet ski rental shop in Gulf Shores. Unfortunately, near the end of the last season, a sudden storm with hurricane-force winds damaged or destroyed over half of his inventory. Revenues since the storm have been meager due to massive clean-up efforts and slower tourist trade. Jay is beginning to be pressured by some of his creditors. Jay has heard that the small Keogh fund that he started can be seized by his creditors if he cannot work out a repayment plan. You tell him that this is

Advantages of company car programs include which of the following?

Employee elections to defer compensation monthly under Section 457 can be made under an agreement entered into at any time during that month.

Volume submitter and prototype plan documents have a _____ remedial amendment cycle.