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Retirement Planning
Chapter 4: Qualified Pension Plans/PERMITTED DISPARITY (SOCIAL SECURITY INTEGRATION)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 4: Qualified Pension Plans

PERMITTED DISPARITY (SOCIAL SECURITY INTEGRATION)

01.Core Concepts

Which plans are not allowed to use permitted disparity? • 401(k) plan • 457 plan • 403(b) plan • SARSEP • Traditional IRA • Roth IRA • ESOP • SIMPLE