Retirement Plans and Other Employee Benefits

MGMT X 427.904

Study the various retirement plans and other investment-oriented employment benefits for employees, opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various alternatives.

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What you can learn.

Learn about stock options, non-qualified deferred compensation plans, Section 125 cafeteria plans, and other non-pension-related benefits
Understand qualified corporate retirement plans, including pension and profit-sharing plans
Discuss non-corporate retirement programs such as Keogh plans, IRAs, and simplified employee pension plans
Know your fiduciary responsibility requirements in connection with retirement plans; taxation, and timing of benefits

About this course:

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.

Prerequisites

MGMT X 430.31 Survey of Personal Financial Planning, MGMT X 430.391 Financial Analysis in Personal Financial Planning or consent of instructor. If you are enrolling in this course to fulfill a UCLA Extension certificate program requirement, you must select the “for credit-letter grade” credit option during the checkout process. Additionally, if you are enrolling in this course to fulfill a requirement for (re)certification offered by an external governing body, it is recommended that you select the “for credit-letter grade” credit option.

Winter 2025 Schedule

January 6 - March 17

Monday 6:30PM - 8:30PM PT

Available

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Instructor: Jason Thomas

400948

Fee:

$855.00

Live Online

Location: Remote Classroom

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Notes

Students enrolled in this course are eligible to apply for the Joseph G. Devanney Scholarship, which is awarded each academic quarter to offset course fees for MGMT X 430.38 Personal Financial Planning Capstone (classroom or online). The scholarship underwrites the full cost of the course. For more information call (310) 825-7728. Course requirements include each student to produce an online video presentation of a financial plan using digital media.

Materials required. Internet required.

Refund Deadline

No refunds after January 19, 2025

Course Requirements

Book: Retirement Planning and Employee Benefits (20th Edition) by Dalton

Money Education

ISBN 978-1957511160

Course syllabus not yet available.

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