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
Hybrid (Remote)
Starting at $765.00
As few as 11 weeks
4.0
3.3

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 2022 Schedule

Date & Time
Details
Format
 
-
Wednesday 6:30PM - 8:30PM PT
Future Offering (Opens November 01, 2021 12:00:00 AM)
See Details
Instructor: Jeffrey C. Goodrich
384191
Fee:
$765.00
Hybrid (Remote)format icon
Location: Online
Notes

Visitors not permitted. Materials required.

Refund Deadline
No refunds after January 18, 2022
Course Requirements
(Optional) Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Discussion
Wed Jan 5, 2022
6:30PM PT - 8:30PM PT
Online
Discussion
Wed Jan 12, 2022
6:30PM PT - 8:30PM PT
Online
Discussion
Wed Jan 19, 2022
6:30PM PT - 8:30PM PT
Online
Discussion
Wed Jan 26, 2022
6:30PM PT - 8:30PM PT
Online
Discussion
Wed Feb 2, 2022
6:30PM PT - 8:30PM PT
Online
Discussion
Wed Feb 9, 2022
6:30PM PT - 8:30PM PT
Online
Discussion
Wed Feb 16, 2022
6:30PM PT - 8:30PM PT
Online
Discussion
Wed Feb 23, 2022
6:30PM PT - 8:30PM PT
Online
Discussion
Wed Mar 2, 2022
6:30PM PT - 8:30PM PT
Online
Discussion
Wed Mar 9, 2022
6:30PM PT - 8:30PM PT
Online
Discussion
Wed Mar 16, 2022
6:30PM PT - 8:30PM PT
Online

Contact Us

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

This course applies towards the following certificates & specializations…

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