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Retirement Planning
Chapter 4: Qualified Pension Plans/MONEY PURCHASE PENSION PLANS
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 4: Qualified Pension Plans

MONEY PURCHASE PENSION PLANS

01.Core Concepts

• Defined contribution pension plan • Mandatory annual funding of a fixed percentage of the employee’s compensation – up to 25% • Participant bears investment risk • Separate accounts • Favors younger plan entrants • Eligibility/Coverage/Vesting – (Discussed in Chapter 3) • Not likely to be established after EGTRRA 2001