Retirement Plans

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. *

Write a 700- to 1,050-word summary or a spreadsheet that addresses the following:

1. *Describe types of plan features (i.e. vesting, eligibility, entry dates, retirement dates, etc.) and estimate whether or not these features are valuable.
2. *Analyze the fees associated with the plan, and explain how are they paid.
3. *What investments are available?
4. *What other features and opportunities does the plan provide?
5. *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.