Chapter 8: Group Life, Retirement Plans and Miscellaneous Concepts

I. Introduction Group Life Insurance Characteristics of Group Insurance Characteristics of Group Insurance (cont) Eligible Groups Legal Requirements of a Group Legal Requirements of a Group (cont) Contributory vs. Noncontributory Plans Group Conversion Privilege Standard Provisions of a Group Policy Group Credit Life Insurance Print Section 1* II. Retirement Plans Qualified Retirement Plans - Keogh Plans - Contribution Limits - Distribution Rules Individual Retirement Account (IRA) - IRA- Eligibility/Contribution Limits - The Roth IRA - The Roth IRA vs. The Traditional IRA Simplified Employee Pension (SEP) Plans - Advantages of a SEP - Eligibility - Contributions - Salary Reduction SEP III. 401 (k) Plan 403 (b) Plan Social Security Benefits - Social Security Retirement Benefits - Social Security Survivor Benefits Keyman Life Insurance Buy-Sell Agreement Split-Dollar Plan Print Section 3* IV. Take Chapter 8 Test

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