GS 814 Video: Qualified Retirement Plans

GS 814 Video: Qualified Retirement Plans episodes:

• December 01, 2015GS 814 Qualified Retirement Plans

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• December 01, 201510-3 Explain the restrictions on qualified plan distributions and the tax treatment of qualified and nonqualified distributions from a Roth IRA or a Roth account in a 401(k) or 403(b) plan. - Changes

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• December 01, 20158-4 Describe cash-balance formulas and indicate when they are used. Changes

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• December 01, 20158-2 Explain the declining role of defined-benefit plans for a significant number of U.S. employees - Changes

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• December 01, 20151-5 Explain how IRA rollovers work. - Changes

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• December 01, 201510-5 Describe the minimum-distribution requirements. - Changes

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• November 11, 20135-2 Explain the types of formulas that can be used for allocating employer contributions to profit-sharing plans.

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• November 11, 201310-7 Explain how qualified plan death benefits are taxed.

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• November 06, 20137-2 Describe the process of maximizing the benefits of age-weighting using a cross-tested plan.

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• November 04, 20131-7 Explain the issues in choosing between a regular and Roth IRA.

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