As part of the employee benefit planning process, a schedule should be established for reviewing and monitoring plan effectiveness.

Which of the following is not true regarding executive loans?

Which of the following employers can offer a Section 457 plan?

Winston Cantrell earns $70,000 annually as a business professor at Greenlaw University. Winston is a participant in the university’s defined benefit plan. Five years ago, he began doing some management and marketing consulting for small business owners. He now earns $35,000 a year as a self-employed person in addition to his university income. Winston is considering adopting a money purchase Keogh for this self-employed business. As his financial advisor, you tell Winston

A unit credit formula is based on the employee’s age.

The first step in determining the tax on any distribution from a qualified plan is to determine the participant’s cost basis in the plan’s benefit. The participant’s cost basis can include all of the following, except

Which of the following employers can offer a Section 457 plan?

The first step in determining the tax on any distribution from a qualified plan is to determine the participant’s cost basis in the plan’s benefit. The participant’s cost basis can include all of the following, except

Under a nonqualified deferred compensation plan, constructive receipt occurs in which of the following?

Winston Cantrell earns $70,000 annually as a business professor at Greenlaw University. Winston is a participant in the university’s defined benefit plan. Five years ago, he began doing some management and marketing consulting for small business owners. He now earns $35,000 a year as a self-employed person in addition to his university income. Winston is considering adopting a money purchase Keogh for this self-employed business. As his financial advisor, you tell Winston