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Some broader-based educational assistance plans provide assistance for education not job-related.

Which of the following is not true regarding executive loans?

“Pure” savings plans, featuring only after-tax employee contributions, are very common.

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

“Pure” savings plans, featuring only after-tax employee contributions, are very common.

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

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

A unit credit formula is based on the employee’s age.

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