CEBS RPA 1 (NEW CURRICULUM) DIRECTING RETIREMENT PLANS 1 ASSIGNMENT 1 ASSESSMENT.PASSING GRADE ASSUURED

CEBS RPA 1 (NEW CURRICULUM) DIRECTING
RETIREMENT PLANS 1 ASSIGNMENT 1
ASSESSMENT.PASSING GRADE ASSURED



ERISA (Employee Retirement Income Security Act) - 1974 - answer ✔✔-What is the basic law that
governs employee benefit plans?



TEFRA (Tax Equity and Fiscal Responsibility Act) - 1992 - answer ✔✔-What is the name of the law that
created parity between corporate and self-employed retirement plans?



ERISA (Employee Retirement Income Security Act) - 1974 - answer ✔✔-This act established PBGC?



REA (Retirement Equity Act) - 1984 - answer ✔✔-Which act/law created QDROS?



TEFRA (Tax Equity and Fiscal Responsibility Act) - 1992 - answer ✔✔-Which act/law created the concept
of "Top Heavy"?



OBRA (Omnibus Budget Reconciliation Act) - 1993 - answer ✔✔-Which act/law created excise tax on
defined benefit plan reversion of excess assets to plan sponsor?



Small Business Protection Act - 1996 - answer ✔✔-Which act/law created SIMPLE Plans?



EGTRRA (Economic Growth and Tax Relief Reconciliation Act) - 2001 - answer ✔✔-Which law/act
created catch-up contributions for 401(k) plans?



American Taxpayer Relief Act - 2013 - answer ✔✔-Which law/act established means to convert regular
401(k)accounts to Roth accounts?