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
11 weeks
4.0 Credits

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.

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

Fall 2018 Schedule

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
363693
Fee:
$765.00
39 days left. Enroll by Sep 25, 2018
See Details
Notes

Visitors not permitted. Materials required.

Refund Deadline
No refunds after September 18, 2018
Course Requirements
Schedule
Type
Date
Time
Location
Lecture
Tue Sep 25, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Oct 2, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Oct 9, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Oct 16, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Oct 23, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Oct 30, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Nov 6, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Nov 13, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Nov 20, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Nov 27, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2242
Lecture
Tue Dec 4, 2018
6:30PM - 9:30PM
UCLA
School of Public Affairs Bldg. 2242

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