Assignment: 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).
Format your assignment according to the following formatting requirements:
1. The answer should be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
2. The response also includes a cover page containing the title of the assignment, the student's name, the course title, and the date. The cover page is not included in the required page length.
3. Also include a reference page. The Citations and references should follow APA format. The reference page is not included in the required page length.