TABLE OF CONTENTS

All study materials for this course are available on-line. To begin the interactive version, click a module link in the Table of Contents below. You may study the material in any order you wish - but  we recommend following the NEXT link found on each page. If you use the NEXT links, you will be sure you have studied all of the material.

to begin the online study program click here......




Print versions of the modules are also available. If you choose to study using the print version, be sure to complete the Module Reviews on-line before taking the final exam.


TABLE OF CONTENTS
ONLINE STUDY MATERIAL
ONLINE REVIEW QUESTIONS
PRINT VERSION
Introduction to Non-Qualified Plans
 Deferred Compensation Plans

Executive
Bonus
Plans
Group
Carve-Out
Plans
Takeover
Defenses

Module 5



Module 1:  Introduction to Non-Qualified Plans
NONQUALIFIED PLAN ADVANTAGES
NONQUALIFIED PLAN DISADVANTAGES
TYPES OF NONQUALIFIED PROGRAMS
Review Questions Module 1

Module 2:  Deferred Compensation Plans
USES OF DEFERRED COMPENSATION
PLAN BENEFITS
TYPES OF PLANS
DEFERRED COMPENSATION ARRANGEMENTS
INSURANCE
TAXES
PROSPECTS
Review Questions Module 2

Module 3:   Executive Bonus Plans
THE FUNDAMENTALS OF AN EXECUTIVE BONUS PLAN
ADVANTAGES OF EXECUTIVE BONUS PLANS
DISADVANTAGES OF EXECUTIVE BONUS PLANS
PLAN PARTICIPATION CONSIDERATIONS
PLAN DESIGN
TAXATION OF AN EXECUTIVE BONUS PLAN
Review Questions Module 3


Module 4:  Group Carve Out Plans
GROUP TERM LIFE INSURANCE
BASIC ASPECTS OF GROUP CARVE-OUT
ADVANTAGES OF GROUP CARVE-OUTS
GROUP CARVE-OUT TAX ISSUES
Review Questions Module 4

Module 5: Takeover Defenses

REVIEW QUESTIONS

FINAL EXAMINATION

PRINTABLE VERSIONS
Module 1: OVERVIEW OF NONQUALIFIED PLANS
Module 2: DEFERRED COMPENSATION PLANS
Module 3: EXECUTIVE BONUS
Module 4: GROUP CARVE-OUT PLANS
Module 5: TAKEOVER DEFENSES

NONQUALIFIED PLANS
DEFERRED COMPENSATION
EXECUTIVE BONUS PLANS
GROUP CARVE OUT PLANS
TAKEOVER DEFENSES
REVIEW QUESTIONS
PRINTABLE VERSION