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Personal Financial Planning
22. CHAPTER 16: BASIC RETIREMENT PLANS/Disadvantages of Qualified Retirement Plans
22. CHAPTER 16: BASIC RETIREMENT PLANS Illustration
Syllabus Slides

Disadvantages of Qualified Retirement Plans

01.Core Concepts

• Costs to qualify, fund, and administer the plan • Annual compensation limit • Eligibility requirements • Coverage of employees • Vesting requirements • Top-heavy plans • Disclosure requirements • Annual testing