Season 3 · Episode 14

[Retirement] 14, Pension Plan Types

Open Exam Prep · Ran Chen, EA, CFP®

December 29, 20244m 4s

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Show Notes

Include defined benefit, cash balance, money purchase, and target benefit plans, each with unique funding and benefit structures. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

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