Retirement Planning

1. Identify the characteristics of SIMPLE IRAs.

2. Identify the characteristics of SIMPLE 401 (K) plans.

3. Explain who is eligible to establish a 403 (b) plan.

4. What are 457 plans and what entities may establish them?

5. How are distributions from a 457 plan taxed?

6. What are the advantages and disadvantages of a 457 plan?

7. What are the applicable rules regarding employee contributions to 457 plans?

8. What are the rollover, distribution, and minimum distribution rules applicable to 403 (b) plans?

9. When does ERISA apply to a 403 (b) plan?

10. What are the rules for establishing a SIMPLE plan?

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