Study Guide References

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In order to gain the knowledge and understanding of the material needed to pass each examination, you will be required to read text books, sections of legislation, the Internal Revenue Code and regulations, and various other government releases. Candidates must read the required textbooks to obtain the knowledge necessary to have a thorough understanding of the subject matter.

• 2008 RPF Examination Errata
• Updated Qualified Plan Limits (PDF: 84KB)
• Glossary of Terms (PDF: 74K)
• Uniform Lifetime Table and Joint and Last Survivor Table (used to calculate required minimum distributions under IRC §401(a)(9) (PDF: 47KB)
• DB Practice Exam Errata
• PFC-2 Practice Exam Errata
• DC-1 Textbook Errata
• DC-2 Textbook Errata
• 2008 RPF-1 Course Errata