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Certified Financial Planner (CFP) Practice Exam · Question

A client's Defined Contribution (DC) pension plan has the following characteristics: employee contributes 5% of salary, employer matches 100% up to 4% of salary. The client earns $75,000 annually. What is the total annual contribution to the client's DC plan?

The employee contributes 5% of $75,000 = $3,750. The employer matches 100% up to 4% of salary, which is 4% of $75,000 = $3,000. Therefore, the total annual cont

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Question: A client's Defined Contribution (DC) pension plan has the following characteristics: employee contributes 5% of salary, employer matches 100% up to 4% of salary. The client earns $75,000 annually. What is the total annual contribution to the client's DC plan?

Answer options:

  • $3,000
  • $3,750
  • $6,000 ✅ $6,750

Correct answer: $6,750

Explanation: The employee contributes 5% of $75,000 = $3,750. The employer matches 100% up to 4% of salary, which is 4% of $75,000 = $3,000. Therefore, the total annual contribution is $3,750 (employee) + $3,000 (employer) = $6,750.

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