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School of Continuing Studies

XCPD-023 Retirement Savings and Income

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About the course

This course includes the comprehensive study of qualified retirement plans, other tax-advantaged plans, non-qualified plans, and employee benefits in a manner that integrates the overall concepts of financial planning.

Course Objectives

Upon completing this course, successful students will be able to:

  • Gain a firm grasp of retirement planning concepts.
  • Undergo a comprehensive study of the characteristics of retirement plans including qualified, nonqualified, tax-advantaged plans and employee/group benefits; Social Security and Medicare as they apply to a given planning situation.
  • Learn about plan characteristics, advantages, disadvantages and be able to recommend the appropriate plan to a given employer or situation.
  • Understand implementation, administration and items such as discrimination testing, participation requirements, and contribution limits at the plan level.
  • Learn how these plans integrate with financial planning concepts and financial planning processes.

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