Author: Anonymous

The Internal Revenue Code sets a maximum limit on the projected annual benefit that a defined benefit plan can provide.

Deductible moving expenses include reasonable costs for all of the following, except

Money purchase plans traditionally provide that the participant’s account balance is converted to an equivalent annuity at retirement, based on annuity rates provided in the plan.

A target plan is a pension plan that uses an age-weighted contribution formula.

The Internal Revenue Code sets a maximum limit on the projected annual benefit that a defined benefit plan can provide.

Some broader-based educational assistance plans provide assistance for education not job-related.

Approval from the IRS is needed before an employer can establish an educational assistance plan.

Which of the following is not true regarding executive loans?

A self-employed person can adopt an age-weighted or cross-tested plan.

Which of the following is not true regarding executive loans?