Retirement Plans and Other Employee Benefits

Average rating: Rating: 4.5/5

MGMNT X 427.904

4.00 units

Reg. # Status Location Start Date Qtr/Yr Fee
259788W Open UCLAUCLA: 1256 School of Public Affairs Bldg.
9/29/2015 FA 15 $615 Add to Cart

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

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. Instruction 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 from all of the above. Recent legislation is examined.

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 and Personal Financial Planning Certificates.

(1 mtg to be arranged)

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