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Retirement Planning and Employee Benefits

Course Details

Retirement Planning and Employee Benefits explores the nature and function of retirement plans and surveys the more common employee benefits companies offer today. The Retirement Planning and Employee Benefits 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 to plan for 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. *Additional registration discounts do not apply to this program.* Return to the Financial Planning Certificate Program page.

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