Chapter 1 Characteristics of Qualified Plans
Important Lesson Points
Introduction
Defined Benefit Plans
Defined Benefit/401(k) Plans
Defined Contribution Plans
Target Benefit Plans
Profit Sharing Plans
Traditional Profit Sharing Plans
Age-Based Sharing Plans
401(k) Plans
Simplified Employee Pension (SEP)
Savings Incentive Match Plan for Employees (SIMPLE)
Chapter 2 Designing the Plan Based on Employer Objectives
Important Lesson Points
Introduction
What Should Be Accomplished
Whom to Favor
The Plan Budget
Chapter 3 Getting the Important Facts
Important Lesson Points
Qualified Plan Data Gathering
Identifying the Employer - Page 1
Obtaining & Prioritizing Objectives - Page 2
Getting the Hard Data - Page 3
Getting the Employee Census - Page 4
Chapter 4 Meeting the Employer’s Objectives
Important Lesson Points
Introduction
Maximizing Key Employee Benefits
Providing Value to Employees
Replacement Income at Retirement
Minimizing Employee Turnover
Maximizing Employee Performance
Encouraging Retirement
Maximizing Contribution Flexibility
Appendix A
Goal Priority Matrix
Qualified Plan Fact-Finding Form
Company Financial Information
Employee Census
Employee Census Information
Appendix B
Decisional Factors in Qualified Plan Selection
References
Glossary
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