Employee Benefits and Retirement Planning

Catalog description

Fundamentals of employee benefits and retirement planning. The course includes an examination of anticipated retirement needs and potential qualified and non-qualified options that might be available. Topics include corporate and individual retirement plans, planning strategies to meet client goals, retirement income management, an integrated framework for the analysis of needs and the fulfillment of goals in the workplace. This course has been identified as a Cofrin School of Business High Impact Practice (HIP) course. HIPs are rigorous courses that include engaging teaching methods such as regular feedback, peer and faculty interaction, structured reflection, and application of knowledge. P: FIN 343 and an overall minimum GPA of 2.5 Fall Only.