2014-2015 Catalog

FINA 2315 Retirement Plans: Basic Features

4.5 - 0.0 - 4.5



Course Description

This course provides a historical review of the development of private pension plans (money purchase, profit sharing, savings plans, ESOPs, 401(k) plans, IRAs, SIMPLE plans, and plans for the self-employed) as well as an overview of plan objectives, design features, and qualified plan legal requirements. Retirement plan design and participant-directed investing, investment education, and distribution planning are also explored.