412(e)(3) PLANS - CHALLENGES (Formerly 412(i) Plans)
01.Core Concepts
• Limited investment options • Rigid plan design • Loans not permitted • Subject to IRS scrutiny
Retirement Planning
Chapter 4: Qualified Pension Plans/412(e)(3) PLANS - CHALLENGES (Formerly 412(i) Plans)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session