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Apr 06, 2026
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FIN 452 - Retirement Planning and Employee Benefits
Units: 3
This course focuses on business retirement plans, individual retirement plans, and retirement planning and distribution strategies to meet client goals. Students will evaluate employer and individual benefit plans.
Prerequisites: FIN300
Strongly Recommended Preparation: FIN 450
Possible Instructional Methods: On-ground, or Hybrid, or Online-Asynchronous, or Online-Synchronous.
Grading: A-F grading only.
Course Typically Offered: Fall & Spring
Student Learning Outcomes - Upon successful completion of this course students will be able to:
- Understand the retirement needs analysis and demonstrate the ability to provide an evaluation of retirement needs (F.44).
- Explain important provisions of Social Security and Medicare coverage (F.45).
- Identify and describe important elements of eldercare and special needs planning (F.46)
- Explain types of defined contribution and defined benefit qualified plans (F.47).
- Determine the legal and tax requirements and options for a retirement plan to be considered qualified (F.48).
- Describe and explain deferred compensation and non-qualified retirement plans (F.49).
- Identify and describe the key factors that will affect the selection of retirement plans for businesses (F.50).
- Explain the rules, penalties and taxation pertaining to retirement plan distributions (F.51).
- Determine appropriate investments for retirement plan funding and distribution purposes and recommend well-diversified, tax-efficient portfolios (F.52)
- Identify the factors that businesses should consider when creating a succession plan and describe some commonly used succession planning tools (F.53).
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