Dec 21, 2024  
2022-2023 Shepherd University Catalog 
    
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2022-2023 Shepherd University Catalog [ARCHIVED CATALOG]

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BADM 327 - Retirement and Employee Benefits

(3 cr) Major elements of a multitude of topics in retirement and employee benefits such as qualified plans, SEPs, SIMPLEs and 403(b) plans and nonqualified deferred compensation plans, individual retirement planning including IRAs and Roth IRAs, Social Security benefits, saving for retirement and planning for retirement plan distributions; emphasizes the practical knowledge required for choosing the best retirement plan, including benefits provided to employees and significant planning opportunities for tax deferral and capital accumulation, and designing a plan that will meet a client’s needs.  Previously numbered BADM 427. Prerequisites: FINC 300  or FINC 308 .


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