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
Starting at $765.00
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.

Spring 2020 Schedule

Available Format(s):

These courses are fully online and have no regular meeting times.

Available
-
This section has no set meeting times.
Instructor: Jason Thomas
372844
Fee:
$765.00
1 day left. Enroll by Apr 1, 2020
See Details
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after April 05, 2020
Course Requirements
Course syllabus not yet available.

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
Keep up to date on the latest news and offerings in Personal Financial Planning

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

Coding Boot Camp

Lifelong Learning