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Retirement Plans

$109
Self-Paced4 Course Hours | 12 Weeks
View Course
HR Management
Retirement Plans

Description

An understanding of retirement planning provides HR professionals with the tools needed to attract and retain top talent. In this 200-level course, you will explore private employer-sponsored plans, federal-sponsored plans, and retirement plans sponsored by financial institutions. You will learn how to help employees with retirement planning, design retirement plans, and assess how restructuring, federal legislation, and portfolio allocation impact retirement funds. This course also presents a model for ethical decision-making and analyzes the ethical components of specific retirement-related issues.

credits

  • IACET CEUs: 0.4
    • HRCI Credits: 4
      • SHRM PDCs: 4

        features

        • Mobile-friendly
        • Audio-enabled
        • Badge and credit-awarding
        • Real-world case studies
        • Fully accessible
        • Games & Flashcards
        • Expert-supported
        • Video content

        learning Outcomes

        • Distinguish between defined benefit (DB) and defined contribution (DC) plans
        • Describe design elements of defined retirement plans
        • Compare 401(k) plans and traditional, ROTH, SEP, SIMPLE, nondeductible, and spousal IRAs
        • Explain key components of retirement plans for federal employees
        • Identify federal regulations that govern retirement plans and protect employees nearing or at retirement age
        • Explore how portfolio allocation balances risk and return
        • Identify strategies for resource allocation given risk tolerance and market conditions
        • Describe how to calculate annuities for federal employees with phased retirement
        • Identify the six phases of retirement
        • Explain how Social Security affects retirement income
        • Describe how retirement plans are addressed during mergers and acquisitions

        related courses

        Home LinkThe BWS is a Division of Yavapai College.Go to yc.edu

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