Course: FIN 440. Retirement Planning and Employee Benefits (3)
Prerequisites: Grade of “C” or higher in FIN 303; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302 and BUS 302L are prerequisites for Business majors. Provides knowledge of both public and private benefit and retirement plans. Public plans include Social Security, Medicare and Medicaid. Private plans include defined benefit and defined contribution plans and their regulatory provisions. Specifics of the various plans are analyzed as well as non-qualified deferred compensation plans. Issues individuals face in retirement, such as life-styles choices and medical issues also discussed. Available for graduate credit.