Employee Benefits in Personal Financial Planning
Gain an understanding of fiduciary responsibility requirements in connection with retirement plans, as well as how to evaluate taxation of benefits received and alternatives in choosing the appropriate plan.
Learn to evaluate qualified plans such as pension and profit sharing, 401(k), 403(b) and Employee Stock Ownership. Examine individual retirement alternatives, including traditional and Roth IRA, SEP and SIMPLE IRA programs as well as group medical plans, cafeteria, disability, stock options and nonqualified deferred compensation.
Prerequisite:
Fundamentals of Personal Financial Planning, Principles of Financial Analysis or Quantitative Tools for Personal Financial Planning
Instructor(s):
Beth Harrington, QPA, established Benefit Resources, Inc., a qualified plan administration firm, in 1987. She is on the board of directors to the Sacramento chapter of the Western Pension and Benefits Conference, as well as being a member of the American Society of Pension Actuaries. She was a 2008 UC Davis Extension Outstanding Instructor award recipient.
When:
Jan. 21-March 25: Thurs., 5:30-9 p.m.
Format:
Please provide your email address when enrolling to receive your password. You will receive your password the day after the first class meeting. Be sure to set up your email account to receive email from "extensiondlc.net"; otherwise, the email with your password may not reach your inbox. If you do not receive your password in the time frame noted, please email us at adminsupport@extensiondlc.net.
Technical requirements:
Certain elements of this classroom class will be conducted online. Students must have a computer with access to the Internet and an email account in order to complete this course.
Where:
Sutter Square Galleria, 2901 K St, Sacramento, CA
Directions:
Fee:
$720.00 ($770.00 if postmarked after 01/07/2010).
Special Discount fee:
10% discount for organizations enrolling three or more people at the same time in the same course. All registrations must be submitted at the same time and fees paid with one check, credit card or purchase order.
10% discount for FPA members
Credit:
3.5 quarter units academic credit, X420.8, 35 DOI Hours
Required textbooks:
Retirement Planning and Employee Benefits for Financial Planners, 5th ed. by Michael A. Dalton ISBN 9780980129915. Buy this book from the UC Davis Bookstore.
Section:
093PER478
