This course will provide students with a fundamental introduction to retirement planning and employee benefits, including public and private retirement plans as well as group and fringe benefits.
This course will provide students with a fundamental 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.
You'll Walk Away with
Familiarity with personal and employee-sponsored retirement plans
Part of the knowledge necessary for the CFP® Certification Examination
Ideal for
Students interested in satisfying the educational requirements to sit for the CFP® Certification Examination
Those interested in a career in financial planning
Since its founding in 1831, NYU has been an innovator in higher education, reaching out to an emerging middle class, embracing an urban identity and professional focus, and promoting a global vision that informs its 20 schools and colleges.
Today, that trailblazing spirit makes NYU one of the most prominent and respected research universities in the world, featuring top-ranked academic programs and accepting fewer than one in eight undergraduates.
Anchored in New York City and with degree-granting campuses in Abu Dhabi and Shanghai as well as 12 study away sites throughout the world, NYU is a leader in global education, with more international students and more students studying abroad than any other US university.
NYU students come from nearly every state and 133 countries, and the university draws upon the diverse backgrounds of our faculty, staff, and students, ensuring its scholarship and teaching benefit from a wide range of perspectives.
NYU takes seriously its role as an engine of social mobility, and stands out among the top US universities in its representation of low-income and first-generation students within its community.
Now among the largest private universities in the US, NYU provides a rigorous, demanding education to more than 65,000 students and undertakes $1 billion in research annually.
It counts among its faculty recipients of the highest scholarly honors and is a top producer of patents and revenue from licensing among US universities. NYU has a vast network of alumni who have gone on to succeed across professions, from the sciences to the arts and government, throughout the world.
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