Retirement Plans and Other Employee Benefits

MGMT X 427.904

Study the various retirement plans and other investment-oriented employment benefits for employees, opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various alternatives.

READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Online
In Person
Starting at $855.00
As few as 11 weeks
4.0

What you can learn.

  • Learn about stock options, non-qualified deferred compensation plans, Section 125 cafeteria plans, and other non-pension-related benefits
  • Understand qualified corporate retirement plans, including pension and profit-sharing plans
  • Discuss non-corporate retirement programs such as Keogh plans, IRAs, and simplified employee pension plans
  • Know your fiduciary responsibility requirements in connection with retirement plans; taxation, and timing of benefits

About this course:

A survey of the various plans available to provide retirement and other investment-oriented employment benefits to employees, significant planning opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various alternatives. Topics include stock options, non-qualified deferred compensation plans, Section 125 cafeteria plans and other nonpension-related benefits. The course emphasizes qualified corporate retirement plans, including pension and profit-sharing plans; non-corporate retirement programs, such as Keogh plans, IRAs and Simplified Employee Pension plans; fiduciary responsibility requirements in connection with retirement plans; and taxation and timing of benefits. Recent legislation is examined.
Prerequisites

MGMT X 430.31 Survey of Personal Financial Planning, MGMT X 430.391 Financial Analysis in Personal Financial Planning or consent of instructor. If you are enrolling in this course to fulfill a UCLA Extension certificate program requirement, you must select the “for credit-letter grade” credit option during the checkout process. Additionally, if you are enrolling in this course to fulfill a requirement for (re)certification offered by an external governing body, it is recommended that you select the “for credit-letter grade” credit option.

Winter 2025 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Available
See Details
Instructor: Jason Thomas
400948
Fee:
$855.00
Onlineformat icon
Notes

Students enrolled in this course are eligible to apply for the Joseph G. Devanney Scholarship, which is awarded each academic quarter to offset course fees for MGMT X 430.38 Personal Financial Planning Capstone (classroom or online). The scholarship underwrites the full cost of the course. For more information call (310) 825-7728. Course requirements include each student to produce an online video presentation of a financial plan using digital media.

Materials required. Internet required.

Refund Deadline
No refunds after January 19, 2025
Course Requirements
Course syllabus not yet available.

Spring 2025 Schedule

Date & Time
Details
Format
 
-
Wednesday
Future Offering (Opens February 03, 2025 12:00:00 AM)
See Details
Instructor: Seong Cho
402491
Fee:
$855.00
In Personformat icon
Location: UCLA , Remote Classroom
Notes

Students enrolled in this course are eligible to apply for the Joseph G. Devanney Scholarship, which is awarded each academic quarter to offset course fees for MGMT X 430.38 Personal Financial Planning Capstone (classroom or online). The scholarship underwrites the full cost of the course. For more information call (310) 825-7728. Course requirements include each student to produce an online video presentation of a financial plan using digital media.

Visitors not permitted. Materials required.

This hybrid section is made up of In Person and Online instruction.

International Students: This hybrid section is considered In Person for immigration purposes.

Refund Deadline
No refunds after April 13, 2025
Course Requirements
(Optional)
Schedule
Type
Date
Time
Location
Lecture
Wed Apr 2, 2025
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Lecture
Wed Apr 9, 2025
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Lecture
Wed Apr 16, 2025
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Lecture
Wed Apr 23, 2025
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Lecture
Wed Apr 30, 2025
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Lecture
Wed May 7, 2025
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall
Lecture
Wed May 14, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Wed May 21, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Wed May 28, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Wed Jun 4, 2025
6:30PM PT - 9:30PM PT
Remote Classroom
Lecture
Wed Jun 11, 2025
6:30PM PT - 9:30PM PT
Remote Classroom

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

Ready to start
your future?
By signing up, you agree to UCLA Extension’s Privacy Policy.

vector icon of building

Corporate Education

Learn how we can help your organization meet its professional development goals and corporate training needs.

Learn More

vector icon of building

Donate to UCLA Extension

Support our many efforts to reach communities in need.

Innovation Programs

Student Scholarships

Lifelong Learning

See More