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.

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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.

Fall 2021 Schedule

Date & Time
Details
Format
 
-
Monday 6:00PM - 9:00PM PT
Available
See Details
Instructor: Jason Thomas
382736
Fee:
$765.00
Onlineformat icon
Location: Online
ENROLL BY: Sep 20, 2021
See Details
Notes

No meeting October 11, 2021. One meeting to be arranged.

Enrollment limited. Materials required.

Refund Deadline
No refunds after October 03, 2021
Course Requirements
(Optional) Course Syllabus
Schedule
Type
Date
Time
Location
Online
Mon Sep 20, 2021
6:00PM PT - 9:00PM PT
Online
Online
Mon Sep 27, 2021
6:00PM PT - 9:00PM PT
Online
Online
Mon Oct 4, 2021
6:00PM PT - 9:00PM PT
Online
Online
Mon Oct 11, 2021
6:00PM PT - 9:00PM PT
Online
Online
Mon Oct 18, 2021
6:00PM PT - 9:00PM PT
Online
Online
Mon Oct 25, 2021
6:00PM PT - 9:00PM PT
Online
Online
Mon Nov 1, 2021
6:00PM PT - 9:00PM PT
Online
Online
Mon Nov 8, 2021
6:00PM PT - 9:00PM PT
Online
Online
Mon Nov 15, 2021
6:00PM PT - 9:00PM PT
Online
Online
Mon Nov 22, 2021
6:00PM PT - 9:00PM PT
Online
Online
Mon Nov 29, 2021
6:00PM PT - 9:00PM PT
Online

Contact Us

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