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Retirement Planning
Chapter 3: Qualified Plan Overview/ELIGIBILITY: GENERAL RULES
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 3: Qualified Plan Overview

ELIGIBILITY: GENERAL RULES

01.Core Concepts

• Age 21 and One Year of Service (1,000 hours worked during one plan year) • Special election to require two years of service: 100% vesting requirement • Tax-exempt educational institutions can require age 26 • Plan Entrance Date: Six-Month Rule