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
Classroom
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.
Suggested Prerequisites

It is advisable that you complete the following (or equivalent) since they are prerequisites for Retirement Plans and Other Employee Benefits.

MGMT X 430.31 Survey of Personal Financial Planning, MGMT X 430.391 Financial Analysis in Personal Financial Planning or consent of instructor.

Winter 2020 Schedule

Available Format(s):

These courses meet in person and make use of an online presence to varying degrees.

Available
-
Tuesday 6:30PM - 9:30PM
Location: UCLA
Instructor: Jeffrey C. Goodrich
371624
Fee:
$765.00
57 days left. Enroll by Jan 7, 2020
See Details
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.

Refund Deadline
No refunds after January 21, 2020
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Tue Jan 7, 2020
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Tue Jan 14, 2020
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Tue Jan 21, 2020
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Tue Jan 28, 2020
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Tue Feb 4, 2020
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Tue Feb 11, 2020
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Tue Feb 18, 2020
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Tue Feb 25, 2020
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Tue Mar 3, 2020
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Tue Mar 10, 2020
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238
Lecture
Tue Mar 17, 2020
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2238

Contact Us

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