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
In Person
Online
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.

Spring 2024 Schedule

Date & Time
Details
Format
 
-
Thursday 6:30PM - 9:30PM PT
Available
See Details
Instructor: Seong Cho
396814
Fee:
$855.00
In Personformat icon
Location: UCLA
Still accepting enrollments
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 April 17, 2024
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Thu Apr 4, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 162
Lecture
Thu Apr 11, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 162
Lecture
Thu Apr 18, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 162
Lecture
Thu Apr 25, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 162
Lecture
Thu May 2, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 162
Lecture
Thu May 9, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 162
Lecture
Thu May 16, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 162
Lecture
Thu May 23, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 162
Lecture
Thu May 30, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 162
Lecture
Thu Jun 6, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 162
Lecture
Thu Jun 13, 2024
6:30PM PT - 9:30PM PT
UCLA
Dodd Hall 162

Summer 2024 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Future Offering (Opens April 29, 2024 12:00:00 AM)
See Details
Instructor: Jason Thomas
398039
Fee:
$855.00
Onlineformat icon
Notes

Enrollment limited. Materials required.

Refund Deadline
No refunds after June 28, 2024
Course Requirements
Course syllabus not yet available.

Contact Us

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

This course applies towards the following certificates & specializations…

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