What type of account features the ability to deduct contributions, contributions grow tax-deferred, and tax-free qualified withdrawals?

• A. Flexible Spending Account (FSA)
• B. Voluntary Employee Beneficiarys Association (VEBA)
• C. Split-Dollar Arrangement (SDA)
• D. Healthcare Savings Account (HSA)

Dennis is the creative designer for Lock & Key Inc. an interior design firm serving the corporate design needs of Fortune 500 companies. If Lock & Key wish to indemnify the organization in the event that Dennis dies or become disabled, they should consider establishing a ____________________.

• A. Key Person life and disability policy
• B. Buy Sell life and disability policy
• C. Entity purchase life and disability policy
• D. Salary continuation life and disability policy

With respect to target date funds, linear, steep, and stepped refer to the ____________.

• A. Asset allocation
• B. Diversification
• C. Glide path
• D. Investment objective