| Course ID: | FHCE 6210E. 3 hours. |
| Course Title: | Advanced Retirement Planning and Employee Benefits |
Course
Description: | Design and plan the implementation of retirement plans and
employee benefits from the perspective of both employer and
employee. Understand basic pension and tax-advantaged plans as
well as advanced retirement savings, deferred compensation,
employee stock options (qualified and non-qualified),
governmental benefits including social insurance. |
| Oasis Title: | Adv Retire Plan Empl Benefits |
| Duplicate Credit: | Not open to students with credit in FHCE 6210 |
| Nontraditional Format: | This course will be taught 95% or more online. |
Semester Course
Offered: | Offered fall and spring semester every year. |
| Grading System: | A-F (Traditional) |
|
| Course Objectives: | This course will help students be able to:
(1) review basic retirement planning concepts,
(2) evaluate and recommend appropriate retirement plans for
small business owners and sole practitioners,
(3) incorporate public plans such as Social Security into an
overall retirement and understand the taxation of such plans,
(4) understand the importance and different types of employee
benefits such as health care plans and incentive plans,
(5) design and package benefit plans incorporating advanced
deferred compensation elements for small and closely-held
business,
(6) understand current research directions and policy influences
on the field of retirement planning and employee benefits. |
| Topical Outline: | History of pensions
Process of retirement benefit planning
Pension and profit-sharing plans
Employee benefits, health care, life insurance and wellness
programs
Social Insurance
Employee stock options, qualified and non-qualified
Retirement planning policy developments
Plan design for closely-held business |