L.CFP 330 - Retirement Planning & Employee Benefits

Credits: 3

The Minor in Financial Planning & Wealth Management is open to students of all majors and interests. This course will provide students with an introduction to retirement planning and employee benefits, including public and private retirement plans as well as group and fringe benefits. Specifically, the course will cover the public retirement plans including Social Security, Medicare and Medicaid as well as the private plans including both defined benefit and defined contribution plans. In addition, the course will provide students with an understanding of the regulatory provisions associated with the installation, administration and termination of retirement plans, the specific characteristics of the various plans available including qualified, non-qualified and other tax advantaged plans. Finally, the course will detail employee group and fringe benefits and the taxation of these benefit plans, and the issues that individuals face in retirement. Topics covered align with the requirements of the CFP Board’s Principal Topics List.
Prerequisite: None
Co-requisite: None
General Education Classification: Not Applicable