BUS 305 Benefits & Retirement Planning

This course covers employee benefits and retirement plans and strategies. Topics include: life, medical and disability plans in employee benefit programs; business applications of individual life and disability insurance; other employee benefits; social security, Medicare, and Medicaid; ethical considerations in retirement planning and employee benefits; types of retirement plans; qualified plan characteristics; distributions and distribution options; retirement needs analysis; recommendation of the most appropriate type of qualified retirement plan; and suitability of an investment portfolio for a qualified plan situation.

Credits

3