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Course Information |
| Section Id | : FI 422 | |||
| Name | : Retirement & Employee Benefits Planning | |||
| Program | : Information Technology | |||
| Program Detail | : Strategies used by financial planners to help clients assess employee benefits and to reduce the tax burden while planning for retirement. Topics include: retirement needs analysis, defined benefit and contribution plans; profit sharing; 401k; 403b; ESOP; IRA; SEP-IRA; Roth-IRA; Keogh; TSA; social security benefits and integration; vesting; employee benefits analysis; funding vehicles; plan installation and administration; asset balancing; buy-sell agreements, ERISA; stock redemption and cross-purchase plans; evaluation of retirement timing; life-cycle planning, retirement lifestyle issues, distribution planning, and post-retirement financial & qualitative assessment of needs. Satisfies part of the educational requirements to sit for the CFP examination. Corequisite: FI 420 (or FI 160) or FI 425 (or ACCTG 108A), or consent of instructor. | |||
| Prerequisite | : | |||
| Course Level | : Online Undergraduate Courses | |||
| Course URL | : http://www.ggu.e...seSectionId=9232 | |||
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| College and University Contacts and Details |
| Name | : Golden Gate University | ||
| Online Distance Education Page | : http://cyber...pus.ggu.edu/ | ||
| College/University Main Page | : http://www.ggu.edu/ | ||
| Street Address | : 536 Mission St. | ||
| City | : San Francisco | State | : California |
| Zip | : 94105-2968 | Country | : United States of America |
| : info@ggu.edu | |||
| Phone | : 800-448-4968 | Fax | : 415-442-7807 |
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| Short Profile |
| Golden Gate University was founded as the night school arm of the San Francisco YMCA in 1853. It is located in downtown San Francisco, California at 536 Mission St, with satellite locations around the San Francisco Bay Area, in Los Angeles, California and Seattle, Washington. GGU is the fifth largest private university in California. | |||
| Click here to find out more about Golden Gate University. | |||
| The description is originally published on Wikipedia; it is available under the terms of the GNU Free Document License. | |||
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