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Identify the characteristics of SIMPLE IRAs. Identify the characteristics of SIMPLE 401(k)plans. List and define the different types of SAMPLE plans. What are the rules

Identify the characteristics of SIMPLE IRAs.

Identify the characteristics of SIMPLE 401(k)plans.

List and define the different types of SAMPLE plans.

What are the rules for establishing a SAMPLE plans?

When does ERISA apply to a 403(b)plan?

Who is eligible to establish a 403(b)plan?

What investment options are available for 403(b) plans?

How are distributions from 403(b) plans taxed?

What are the rollover, distribution, and minimum distribution rules applicable to 403(b) plans?

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