Author: Anonymous

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?

As part of the employee benefit planning process, a schedule should be established for reviewing and monitoring plan effectiveness.

A pension plan is considered fully insured for the plan year if it meets all of the following requirements, except

The first step in determining the tax on any distribution from a qualified plan is to determine the participant’s cost basis in the plan’s benefit. The participant’s cost basis can include all of the following, except

A pension plan is considered fully insured for the plan year if it meets all of the following requirements, except

Which of the following employers can offer a Section 457 plan?

A savings plan is subject to ERISA reporting and disclosure rules.