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Retirement Planning
Chapter 3: Qualified Plan Overview/QUALIFIED PLANS
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 3: Qualified Plan Overview

QUALIFIED PLANS

01.Core Concepts

Profit-Sharing Plans (7 Types) Pension Plans (4 Types) • Profit-Sharing Plans • Stock Bonus Plans • ESOPs • 401(k) Plans • Thrift Plans • New Comparability Plans • Age-Based Profit- Sharing Plans • Defined Benefit Pension Plans • Cash Balance Pension Plans • Money Purchase Pension Plans • Target Benefit Pension Plans Defined Benefit Plans (2 Types) Defined Contribution Plans (2 Types) Defined Contribution Plans (All 7) Note: DB(k) Plans are a combination of a DB plan and a 401(k) plan.