BFP104 - 104 - Retirement Planning & Employee Benefits

by SMU Continuing and Professional Education Claim Listing

Retirement Planning & Employee Benefits explores the nature and function of retirement plans and surveys the more common employee benefits companies offer today.

Price : Enquire Now

Contact the Institutes

Fill this form

Advertisement

SMU Continuing and Professional Education Logo

img Duration

Enquire Now

Course Details

Retirement Planning & Employee Benefits explores the nature and function of retirement plans and surveys the more common employee benefits companies offer today.

The course outlines the various retirement plans available including government and private plans, pension plans, individual retirement accounts, and other qualified and non-qualified retirement plans.

Students learn to determine a client’s eligibility to participate in a retirement plan, calculate a client’s tax deductible contribution limits, and calculate the taxation of retirement plan benefits upon distribution.

The course includes a complete needs analysis to determine a client’s expected monetary needs and the associated cash flow required in a client’s retirement years.

Students will recommend an appropriate plan of action including retirement plan options that achieve the client’s goals and objectives and compliment the client’s comprehensive financial plan.

 

Prerequisites

  • BFP103 - 103 - Investments (Complete)

  • Dallas Branch

    5539 SMU Boulevard, Dallas

Check out more Pensions Management courses in USA

Pace University Logo

HR Compensation Strategy Certificate

The development and maintenance of an effective compensation and benefits strategy ensures alignment of these programs with the organization’s overall strategy and direction.

by Pace University [Claim Listing ]
UCLA Extension Logo

Preparing for the PHR and SPHR Exams

This course is designed to help students who plan to sit for the PHR (Professional in Human Resources) or SPHR (Senior Professional in Human Resources) examinations.

by UCLA Extension [Claim Listing ]
American Management Association Logo

Change Management Strategies for Team Leaders

It is more important than ever that organizations innovate and transform to remain competitive , remain compliant with regulations and be current with technology. With innovation comes change.

by American Management Association [Claim Listing ]
The City College of New York Logo

Payroll Practice and Management

Payroll is one of the fastest-changing career fields in the business world today. The constant fluctuation in government rules and regulations makes it difficult to learn payroll comprehensively.

by The City College of New York [Claim Listing ]
Learning Tree Logo

Certificate in Change Management: APMG CM™ Training

In this Certificate in Change Management course, you will gain the skills and knowledge you need to achieve the APMG Change Management Foundation and Practitioner certifications. You will learn how to: Manage change in an organization

by Learning Tree [Claim Listing ]

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy