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Retirement Planning
Chapter 7: Plan Installation & Administration/ESTABLISHING A QUALIFIED PLAN (1 OF 2)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 7: Plan Installation & Administration

ESTABLISHING A QUALIFIED PLAN (1 OF 2)

01.Core Concepts

• Select and adopt appropriate plan: • Must be in writing and adopted by the due date of the company’s tax return (including extensions) • Must be funded by the due date of the company’s tax return (including extensions) • Individually Designed • Most Expensive • Determination Letter  (Request for determination letter - Form 8717)