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May 26, 2024
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BUS 4050 - Retirement and Employee Benefits Planning
After considering Social Security, Medicare and Medicaid, the course examines the ethical considerations in retirement planning and employee benefits. Types of retirement plans are then studied as well as qualified plan characteristics and distributions and distribution options. After a presentation of the construction of a retirement needs analysis, the course examines the process of recomending the most appropriate type of retirement plan, discusses the suitability of an investment portfolio for a qualified-plan situation, and then explores employee benefit plans in some depth. After looking at life, medical, and disability plans in employee benefit programs, the course looks at other employee benefits and the business applications of individual life and disability insurance.
Prerequisites & Notes
The prerequisite is senior standing or permission.
Credits: 3
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