Research and select an employer retirement plan, the details and specifics of which you will use as a resource during the remainder of this course.
* If you don’t have a company plan research a retirement plan through a vendor like Fidelity. *
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Get Help Now!Write a 700- to 1,050-word summary or a spreadsheet that addresses the following:
- *Describe types of plan features (i.e. vesting, eligibility, entry dates, retirement dates, etc.) and estimate whether or not these features are valuable.
- *Analyze the fees associated with the plan, and explain how are they paid.
- *What investments are available?
- *What other features and opportunities does the plan provide?
- *Choose one plan that you would like to further analyze over the next few weeks. Briefly address the strengths and shortcomings of this plan. (If you are creating a spreadsheet, complete this portion by submitting a 90 to 175 word summary).
Click the Assignment Files tab to submit your assignment as a Microsoft® Word document.
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