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FINC – Retirement and Estate Planning – 3 Ques

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Keogh Plans, SEP, Nonqualified Plans

 

1.   Discuss ways in which Keogh plans are different from other qualified plans. Include any implications of a plan covering non-employee self-employed individuals. 

2.  Discuss SEP contributions from both (a) the employee perspective and (b) the employer perspective.

3.  Discuss when it would be appropriate to implement a non-qualified deferred compensation plan, and what benefits would be achieved by doing so

List reference (APA) for each answer.

 
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