This course will introduce and explore the concepts involved in developing retirement and employee benefit plans from both the employer and employee perspectives. Participants will study the legislation that impacts plan design and the tax advantages and disadvantages of various qualified and non-qualified plans including IRAs and pension and profit sharing plans. Also addressed will be Federal Social Security, Medicare, and employer-sponsored health and welfare plans.
Objectives: Upon completion, students will be able to:
- Define and differentiate between the types of plans that can be developed
- Analyze a client’s financial health and develop the most advantageous retirement and employee benefit options to meet the long-term needs expressed in the overall financial plan
- Identify the needs and objectives of businesses to determine the best design for their employee retirement and benefit plans
Applies Towards the Following Certificates
- Certified Financial Planner™ (CFP®) Certification Education Program : Certified Financial Planner™ (CFP®)