FIN 450Retirement Planning

3 credits · Finance · Penn State

Retirement planning: qualified and non-qualified plans, characteristics, provisions, regulations administration, application approach with case studies. FIN 450 Retirement Planning (3) This course presents retirement planning from the perspective of a financial services practitioner. Students will develop a working knowledge of both qualified and non-qualified company retirement plans including plan characteristics, provisions, applications, and qualifications. Individual retirement plans will also be covered. Exposure to the regulatory and legal basis for plans will be provided. Application case studies will be integrated throughout the course. Emphasis will be placed on designing an appropriate plan given either an individual or a company situation.