2021-2022 Undergraduate Catalog 
    
    Mar 29, 2024  
2021-2022 Undergraduate Catalog [ARCHIVED CATALOG]

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FINC 3350 - Retirement Planning and Employee Benefits

3 hours
A course designed to provide students with the fundamental concepts of the retirement planning process and integration of employee benefits in the client’s overall retirement, risk management, and investment strategy. Types of retirement plans including Social Security and Medicare, employer sponsored and self-employment plans and tax advantaged plans. Additionally, this course explores the active end of retirement planning including distribution rules and strategies and their tax implications, employer sponsored insurance, survivor retirement benefit considerations and distribution impacts, and business owner succession planning and transfer mechanisms.



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