Skip to main content
Human Resource Management

Retirement Plans

$149.00
Retirement Plans Product Image

Course 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.

What You’ll Learn:

  • 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
$149.00
To purchase multiple courses for your Enterprise team, please contact us here.
Course Details:
HRCI Recertification Credits:
4 HR Credits
Estimated Time to Complete:
4 hours
Available For:
180 Days from Date of Purchase
What’s Included:
Access your courses anytime, anywhere, with a computer, tablet or smartphone.
Courses are eligible for both HRCI and SHRM recertification credits.
Course format includes: [video, reading, written portions, etc.]

Related Courses:

Financial Planning and Control Product Image

Financial Planning and Control

, Finance

3 Business Credits

Decision-making within an organization often hinges on the numbers. So what financial tools do managers need to be familiar with to make sound, defensible decisions? This introductory-level course is meant to teach finance concepts to non-financial m

$95.00
View Details
View Details
!