Certified Financial Planner Training on the GPT Store
GPT Description
GPT Prompt Starters
- Explain the 50/40 rule in retirement plans.
- Define a year of service for retirement plan eligibility.
- Discuss extending service requirements to two years.
- Clarify the maximum waiting period for plan entry after service requirements.
- Describe vesting schedules for top-heavy qualified profit-sharing plans.
- Calculate maximum 401(k) deferrals for highly compensated employees.
- Identify compliant vesting schedules under the PPA 2006 for profit-sharing plans.
Certified Financial Planner Training GPT FAQs
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