| | Searching Current Courses For Fall 2016 |
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Course: |
FIN 260
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Title: | Retirement Planning-Investmt |
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Long Title: | Retirement/Pension Planning and Investment |
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Course Description: | Focuses on Defined Contribution and Defined Benefit Pension Accounts and Individual Retirement Accounts such as SEPPS and Keoghs. Covers the difference between qualified and non-qualified pension accounts and deferred benefit accounts. Addresses the regulations involving participation and withdrawal. Includes the types of investments that can be made through the different retirement vehicles and the tax ramifications of various types of accounts. |
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Min Credit: | 3 |
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Max Credit: | |
STANDARD COMPETENCIES:
I. Explain the benefits of retirement planning.
II. Describe the History of Retirement and Pension plans.
III. Understand the difference between qualified and non-qualified plans.
IV. Be able to list the difference between 401(k) and 401(a) plans.
V. Understand the basics of 403(b) plans.
VI. Understand 476 plans and their parameters.
VII. Understand the difference between defined benefit and defined contribution plans.
VIII. Describe and understand Small Business Retirement Plans and their parameter.
IX. Compare the features and benefits of various retirement products.
X Match applicable features of various plans to appropriate investor.
XI. Understand the parameters for investment options under retirement plans.
XII. Understand Time Value of Money Concepts.
XIII. Calculate present and future values and annuity values.
XIV. Understand the legal requirements for participation in retirement plans and how that reduces options for IRA. accounts.
XV. Understand distribution requirements for qualified and non-qualified plans.
XVI. Understand the tax ramifications of qualified and non-qualified plans.
XVII. Explain the procedures followed in processing retirement plans.
XVIII. Describe the importance of the Summary Plan Description.
XIX. Explain educational IRA¿s and their parameters.
TOPICAL OUTLINE:
I. Retirement Planning
II. History of Retirement and pension Plans
III. Qualified and Non-qualified Plans
IV. Retirement Plans
A. 401a
B. 401k
C. 403b
D. 476
V. Benefit vs.Contribution Plans
VI. Small Business Retirement Plans
VII. Investment Options Under Retirement Plans
VIII. Legal Requirements
IX. Tax Ramifications
X Procedures for Processing Retirement Plans
XI. Summary Plan Description
XII. Educational IRA`s
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Arapahoe Community College |
ACC |
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