fin422 | undergraduate
Retirement And Benefit Planning
This undergraduate-level course is 5 To enroll, speak with an Enrollment Representative.
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An Overview of Retirement Plan Types, Features, and Design
- Compare the different types of individual retirement plans and their features.
- Determine what types of retirement plans would fit best with a company or individual.
- Explain the responsibilities associated with serving as a plan fiduciary.
- Compare the different types of employer-sponsored retirement plans and their features.
The Accumulation Phase: Preparing and Investing for Retirement
- Identify the components of a retirement plan.
- Develop a retirement plan for an individual.
- Analyze how the retirement plan and investments change throughout an individualâs life span.
- Explain how behavioral finance can impact investment choices.
Intro to Retirement Planning
- Explain the broad regulatory environment for retirement plans (ERISA, PPA, DOL, and so forth).
- Outline how the current retirement planning system evolved.
- Perform time value of money calculations used in retirement planning.
- Describe how the Social Security System (Old Age, Survivors, and Disability Insurance Program) works.
The Distribution Phase: Living in Retirement
- Compare different cash flow options from pension plans, annuities, and Social Security retirement benefits.
- Calculate a withdrawal plan for an individual that will be sustainable under multiple circumstances.
- Explain long-term care insurance, reverse mortgages, and other retirement income sources.
The Future of the U.S. Retirement System
- Identify strategies for improving the current U.S. Retirement System.
- Identify trends in the U.S. Retirement System.
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Teacher Rate: For some courses, special tuition rates are available for current, certified P-12 teachers and administrators. Please speak with an Enrollment Representative today for more details.
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