Series 66: 5.2.2. Qualified Employer-Sponsored Plans

Taken from our Series 66 Online Guide

5.2.2. Qualified Employer-Sponsored Plans

A qualified retirement plan is one that satisfies the Internal Revenue Code. That means the provisions in the plan document must satisfy the requirements of the Code and the plan must follow those plan provisions. A qualified plan allows the participant (the employee) and the sponsor (the employer) to make allowed deductions from federal income taxes. Contributions to a qualifi

+ Read More

More Series 66 Info

What are people saying?

Create an Account

Since you're reading about Series 66: 5.2.2. Qualified Employer-Sponsored Plans, you might also be interested in:

Series 24 - Types of Public Communications

Series 53 - Calculating Accrued Interest

Series 53 - 6.2.3.2. Book-Entry Automated Payment

Series 51 - Ledger Account Records

Series 24 - 5.11.7.2.1. Ten Day Rule

Series 27 - Exemption for Clearinghouse Liens

Series 66 - 7.7.4.1. Federal Exclusions from the Definition of Investment Adviser

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Thank You. Thank You. Thank You. Having the audio, video lectures (with the printable power-point!) and exam simulator in addition to the book really engages you in the material. It becomes a game! I passed the 66 with an 84%.

Colleen Shelly, PNC Investments, Cleveland, OH

Passed the Series 66 today! This program really helped me succeed. The pie charts helped me focus on where I needed to put in more work.

Stephen Rice, Edward jones. Prairie Village, KS

I love Solomon Exam Prep! The materials are comprehensive and simulate the type of questions on the tests. And the staff is so committed to their students' success. Without them, I wouldn't have been able to pass both the 7 and the 66.

Katelyn Hritcko, Elmcore Securities, Las Vegas, NV

Karen and Team Solomon, thank you so much for all your support. Your Series 7 program was easy to understand. The "Ask the Professor" was invaluable for the Series 66. You are the program of choice for our office.

Kirk, PA

Karen- I passed the Series 66! I cannot even begin to say thank you enough times. I continue to be impressed and amazed by your program.

Sarah Boone, Wells Fargo, Atlanta, GA

After hearing horror stories about people struggling and in some cases failing the Series 66, after easily passing the series 7, I invested in both the Series 66 audio book and the Series 66 on-line tests. I passed my Series 66 exam with an 87%!

Mardee Formales, Wells Fargo, San Diego, CA