MGT 6150 RETIREMENT PLANNING AND EMPLOYEE BENEFITS

The course covers the fundamentals of retirement planning and employee benefits plans. Topics include the specific provisions of qualified retirement plans, money purchase, profit- sharing with 401(k) provisions defined benefit and target benefit plans, IRAs and SEPs. Students will learn how to recommend a specific qualified plan for a client, the basic characteristics of employee benefits including group life insurance, group health insurance and non-qualified deferred compensation, and the income tax impact of benefits to both the employer and employee.

Credits

3