Retirement Plans and Other Employee Benefits

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MGMNT X 427.904

4.00 units

Reg. # Status Location Start Date Qtr/Yr Fee
265818W Closed online 6/22/2016 SU 16 $685 Add to Wait List

34 hours of MCLE credit available, including 1 hour of Legal Ethics.

An online 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. Instruction emphasizes qualified corporate retirement plans, including pension and profit-sharing plans; non-corporate retirement programs, such as Keogh plans, IRAs, and fiduciary responsibility requirements in connection with retirement plans; and taxation and timing of benefits from all of the above. Recent legislation is examined. For technical requirements click here.

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

Required course in the Taxation Certificate. Required course in the Personal Financial Planning Certificate.

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