Assignment:
In a Excel spreadsheet or a Word table comparing/contrasting the following long-term incentive programs. This document is to be created in a manner which you would use as a resource for "your company's" employees and should be formatted for printing as a handout sheet or brochure.
Programs to be compared
IRAs (including Roth and Education)
SEPs
Keogh Plans
401k
403b
Social Security
Profit sharing plans
ESOPs
Savings/Thrift Plans
KSOPs
SIMPLE
Sample characteristics (this is not an all-inclusive list, please consider all characteristics):
who is eligible
limits on contributions
who pays (employee/employer)
IRS (tax) considerations (tax-deferred, etc)
Employer benefits (tax considerations, etc)
security of plan