28. Retirement Planning 3: Employer-Qualified Plans

Retirement 3: Employer Qualified Plans

Learning Outcomes

There are three objectives for this section:
 
A. Explain Employer-Qualified Retirement Plans
B. Explain Defined-Benefit Plans
C. Explain Defined-Contribution Plans
 

Chapter Reading

Please read the chapter on "Retirement 3: Employer Qualified Plans" (PDF)

 

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

 

Video

NOTE: Information for this chapter is included as part of the video used in the chapter on Retirement 2: Social Security.

 

Assignments

Here are the assignments for "Retirement 3: Employer Qualified Plans"

 

Tools

The following learning tools may be helpful with this chapter:

Retirement Planning Needs

Retirement Planning Ratio Forecasts

Roth versus Traditional: Which Is Better?

 

Additional Materials