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Qualified Retirement Plan Handbook

TABLE OF CONTENTS

• IRAs Compared
• Qualified Retirement Plans
• Simplified Employee Pension (SEP)
• SIMPLE Retirement Plan
• Cash or Deferred – Sec. 401(k) Plan
• Roth 401(k) and Roth 403(b) – Qualified Roth Contribution Program
• Safe Harbor 401(k) Plan
• Solo 401(k)
• Traditional Profit Sharing Plan
• Nontraditional Defined Contribution Plan
• Employee Stock Ownership Plan (ESOP)
• Traditional Defined Benefit Plan
• Fully-Insured Defined Benefit Plan – IRC Sec. 412(e)(3)
• Top-Heavy Plans
• Life Insurance in Qualified Plans
• Fiduciary Standards and Responsibilities