HS 326 Planning for Retirement Needs

This course focuses on helping businesses and individuals plan for retirement. The topics covered in this course include asset accumulation and distribution planning, qualified pension plans, qualified plan setup, administration, and termination, profit sharing plans, stock bonus and employee stock ownership plans, IRAs, SEPS, SIMPLEs, 403(b) and 457 plans, deferred compensation and nonqualified plans, Social Security benefits, and employee benefits.Learning ObjectivesUpon completion of this course, the student will be able to:- Analyze the factors affecting retirement planning, such as determining the remaining work life expectancy, retirement life expectancy, annual savings needed, and understanding investment considerations- Understand the fundamental principles of qualified plans- Compare and contrast the various types of qualified pension plans and determine which is the most appropriate given the needs and goals of an employer- Compare and contrast profit sharing plans, stock bon