Course Catalog

Golden Gate University offers degree and certificate programs at three teaching centers and online.

FI 422
Retirement & Employee Benefits Planning

3 Unit(s)

Covers strategies used by financial planners to help clients assess employee benefits and to reduce the tax burden while planning for retirement. Topics include retirement needs analysis; defined benefit and contribution plans; profit sharing; 401k; 403b; ESOP; IRA; SEP-IRA; Roth-IRA; Keogh; TSA; social security benefits and integration; vesting; employee benefits analysis; funding vehicles; plan installation and administration; asset balancing; buy-sell agreements, ERISA; stock redemption and cross-purchase plans; evaluation of retirement timing; life-cycle planning; retirement lifestyle issues; distribution planning; and post-retirement financial and qualitative assessment of needs. Satisfies part of the educational requirements to sit for the CFP examination. Corequisite: FI 420, or FI 160, or FI 425, or ACCTG 108A, or consent of department.

View Course Sections: Summer 2023