Non-Qualified Retirement Plan: Types & Examples


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Which of the following is an example of a non-qualified retirement plan?

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1. Which of the following is a form of an executive bonus?

2. What kind of investment product is involved in a group carve-out plan?

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About This Quiz & Worksheet

The worksheet/quiz combo is a useful tool for testing your knowledge of non-qualified retirement plans. The different types that exist today and how they work are topics you need to know before you take the quiz.

Quiz & Worksheet Goals

These educational materials aid in checking your knowledge of:

  • Form(s) of an executive bonus
  • Example of a non-qualified retirement plan
  • Facts about split-dollar life insurance plans
  • The law not met by a non-qualified retirement plan

Skills Practiced

  • Information recall - access the knowledge you have gained about an investment product that is involved in a group carve-out plan
  • Reading comprehension - ensure that you draw the most important information from the lesson on non-qualified retirement plans
  • Knowledge application - use your knowledge to answer questions about the form or forms that executive bonuses can take

Additional Learning

Explore more topics at your own pace using the lesson named Non-Qualified Retirement Plan: Types & Examples. In this lesson, you can gain more knowledge about:

  • Components of a typical non-qualified retirement plan
  • How executive bonus plans work
  • Non-qualified retirement plan examples