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Latest episodes from GS 814 Video: Qualified Retirement Plans

GS 814 Qualified Retirement Plans

Play Episode Listen Later Dec 1, 2015 12:25


qualified retirement plans
10-3 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

Play Episode Listen Later Dec 1, 2015 4:54


treatments account explain restrictions 401k roth ira distributions nonqualified b plan
8-4 Describe cash-balance formulas and indicate when they are used. Changes

Play Episode Listen Later Dec 1, 2015 1:13


balance describe formulas
8-2 Explain the declining role of defined-benefit plans for a significant number of U.S. employees - Changes

Play Episode Listen Later Dec 1, 2015 1:10


employees explain significant declining defined benefit plans
1-5 Explain how IRA rollovers work. - Changes

Play Episode Listen Later Dec 1, 2015 1:54


explain rollovers
10-5 Describe the minimum-distribution requirements. - Changes

Play Episode Listen Later Dec 1, 2015 1:22


distribution requirements minimum describe
5-2 Explain the types of formulas that can be used for allocating employer contributions to profit-sharing plans.

Play Episode Listen Later Nov 11, 2013 21:44


types explain employers contributions formulas allocating profit sharing
10-7 Explain how qualified plan death benefits are taxed.

Play Episode Listen Later Nov 11, 2013 3:59


death benefits explain qualified taxed
7-2 Describe the process of maximizing the benefits of age-weighting using a cross-tested plan.

Play Episode Listen Later Nov 6, 2013 7:20


cross benefits tested maximizing describe weighting
1-7 Explain the issues in choosing between a regular and Roth IRA.

Play Episode Listen Later Nov 4, 2013 9:25


regular explain roth ira
9-7 Describe fully insured plans.

Play Episode Listen Later Nov 4, 2013 8:14


fully describe insured
8-11 Describe the agencies and instruments that are used to fund defined-benefit plans.

Play Episode Listen Later Oct 30, 2013 13:02


fund describe agencies instruments defined benefit plans
9-3 Explain how life insurance can be used in a directed investment account.

Play Episode Listen Later Oct 30, 2013 10:42


investment account explain directed life insurance
5-9 Describe the nondiscrimination (ADP) test applicable to a 401(k) plan.

Play Episode Listen Later Oct 30, 2013 9:44


describe 401k applicable nondiscrimination
8-5 Describe the accrued benefit rules for defined-benefit plans.

Play Episode Listen Later Oct 30, 2013 5:35


describe defined benefit plans
3-1 Explain the limitations on eligibility provisions in qualified plans.

Play Episode Listen Later Oct 30, 2013 31:43


explain limitations eligibility provisions qualified plans
9-9 List some of the tax and other issues involved when life insurance is transferred from a qualified plan to the plan participant.

Play Episode Listen Later Oct 30, 2013 10:34


involved qualified life insurance transferred
1-9 Explain the requirements and advantages of a SEP plan.

Play Episode Listen Later Oct 30, 2013 16:10


explain requirements advantages
7-1 Describe cross-testing in general.

Play Episode Listen Later Oct 30, 2013 5:20


cross testing describe
8-8 Summarize the minimum funding standards

Play Episode Listen Later Oct 30, 2013 5:56


funding standards minimum summarize
5-11 Describe Roth 401(k) arrangements and indicate their differences from regular 401(k) plans.

Play Episode Listen Later Oct 30, 2013 7:26


differences regular roth describe 401k arrangements
1-6 Describe the features of a Roth IRA.

Play Episode Listen Later Oct 30, 2013 13:30


describe roth ira
1-10 Explain the requirements and advantages of a SIMPLE IRA plan.

Play Episode Listen Later Oct 30, 2013 12:19


explain requirements advantages simple ira
5-1 Describe the types of employer contribution formulas that can be used in qualified profit-sharing plans.

Play Episode Listen Later Oct 30, 2013 9:12


types employers describe qualified contribution formulas profit sharing
7-5 Describe points plans.

Play Episode Listen Later Oct 30, 2013 3:48


points describe
3-6 Explain the top-heavy rules.

Play Episode Listen Later Oct 30, 2013 8:05


explain
5-10 Describe the "safe-harbor" and SIMPLE 401(k) approaches to 401(k) plan design and explain how these simplify the rules.

Play Episode Listen Later Oct 30, 2013 5:04


design simple explain approaches describe simplify 401k safe harbor
8-9 Explain the rules for deductibility of defined-benefit plan contributions.

Play Episode Listen Later Oct 30, 2013 2:19


explain contributions defined benefit deductibility
5-4 Describe how after-tax contributions and matching contributions can be used in profit-sharing plans and the applicable limitations.

Play Episode Listen Later Oct 30, 2013 6:49


limitations describe matching contributions applicable profit sharing
5-6 Explain the limitations on amount and other rules applicable to salary reduction (elective deferral) contributions to plans with a 401(k) feature.

Play Episode Listen Later Oct 30, 2013 3:51


explain feature limitations salary 401k reduction amount contributions elective applicable deferral
1-2 Describe the IRA deduction rules.

Play Episode Listen Later Oct 30, 2013 14:29


describe deduction
3-3 Describe the rules restricting discrimination in contributions or benefits.

Play Episode Listen Later Oct 30, 2013 5:23


benefits discrimination describe contributions restricting
2-4 Explain the impact of the Sec. 415 limits and nondiscrimination rules on Sec. 403(b) plans.

Play Episode Listen Later Oct 30, 2013 7:05


limits explain nondiscrimination
2-3 Describe how salary reductions work in a Sec. 403(b) plan.

Play Episode Listen Later Oct 30, 2013 5:58


salary describe reductions b plan
2-9 Describe the contribution limits and distribution requirements for eligible Sec. 457(b) plans.

Play Episode Listen Later Oct 30, 2013 6:22


limits distribution requirements describe contribution eligible
3-4 Explain the benefit and annual-additions limits of Code Sec. 415, and the compensation limit.

Play Episode Listen Later Oct 30, 2013 3:28


code benefit limits explain compensation additions
3-5 Describe the limits on tax deductions for employer contributions to a qualified plan.

Play Episode Listen Later Oct 30, 2013 3:12


limits employers describe qualified contributions tax deductions
2-1 Describe the role of Sec. 403(b) plans in general.

Play Episode Listen Later Oct 30, 2013 3:52


describe
1-1 Describe the eligibility requirements for an individual to contribute to an IRA.

Play Episode Listen Later Oct 30, 2013 4:45


individual requirements describe eligibility
11-1 Part I

Play Episode Listen Later Dec 30, 2011 21:31


11-2 Part II

Play Episode Listen Later Dec 30, 2011 28:43


Conclusion

Play Episode Listen Later Dec 30, 2011 0:34


conclusion

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