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Retirement Planning
Chapter 4: Qualified Pension Plans/MANDATORY FUNDING
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Chapter Study Session

Chapter 4: Qualified Pension Plans

MANDATORY FUNDING

01.Core Concepts

The amount that must be contributed to a pension plan by the employer each plan year. • Defined Benefit Pension Plans • The plan sponsor must fund the plan on an annual basis with an amount within the actuary’s calculated funding range. • Defined Contribution Pension Plans • The plan sponsor must fund the plan annually with the amount defined in the plan document.