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 Through 2/29 After 2/29
264287W Open UCLAUCLA: 170 Dodd Hall
3/29/2016 SP 16 $559 $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. 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.

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.

For More Information, please contact the Course Coordinator:

Contact Us To Learn More

Explore. Experience. Expand.