Retirement Plans and Other Employee Benefits
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.
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:
It is advisable that you complete the following (or equivalent) since they are prerequisites for Retirement Plans and Other Employee Benefits.
Fall 2018 Schedule
These courses meet in person and make use of an online presence to varying degrees.
Visitors not permitted. Materials required.