Exam 19: Applications in Planning for Retirement

In order for an employer-sponsored retirement plan to be considered a qualified plan,it must provide that the retirement benefits cannot be assigned,alienated,or subject to attachment,or garnishment.Which of the following is an exception to this provision?

Which of the following plans does not allow for a catch-up contribution?

Under _____ ,defined-benefit plans and _____ are protected from all forms of creditor judgments.

What is the 2016 elective deferral limit for 401(k)and 403(b)plans?

Which of the methods listed below is not used to determine substantially equal periodic payments?

The sale of a security that has experienced a loss in value is:

Plan participants who were born before January 2,1936 and who receive a lump-sum distribution from a qualified retirement plan may be able to elect:

Which of the following benefits will provide payments for the employee's lifetime,as well as the spouse's lifetime?