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Retirement Plans and Other Employee Benefits

retirement-plans-and-other-employee-benefits-mgmtx427-904
MGMT X 427.904

Study the various retirement plans and other investment-oriented employment benefits for employees, opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various alternatives.

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Typically Available
Fall
Winter
Spring
Summer
Duration
As few as 11 weeks
Units
4.0
Current Formats
Online
Cost
Starting at $905.00

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What you can learn.

Learn about stock options, non-qualified deferred compensation plans, Section 125 cafeteria plans, and other non-pension-related benefits
Understand qualified corporate retirement plans, including pension and profit-sharing plans
Discuss non-corporate retirement programs such as Keogh plans, IRAs, and simplified employee pension plans
Know your fiduciary responsibility requirements in connection with retirement plans; taxation, and timing of benefits

About This Course

A survey of the various plans available to provide retirement and other investment-oriented employment benefits to employees, significant planning opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various alternatives. Topics include stock options, non-qualified deferred compensation plans, Section 125 cafeteria plans and other nonpension-related benefits. The course emphasizes qualified corporate retirement plans, including pension and profit-sharing plans; non-corporate retirement programs, such as Keogh plans, IRAs and Simplified Employee Pension plans; fiduciary responsibility requirements in connection with retirement plans; and taxation and timing of benefits. Recent legislation is examined.
Prerequisites

MGMT X 430.31 Survey of Personal Financial Planning, MGMT X 430.391 Financial Analysis in Personal Financial Planning or consent of instructor. If you are enrolling in this course to fulfill a UCLA Extension certificate program requirement, you must select the “for credit-letter grade” credit option during the checkout process. Additionally, if you are enrolling in this course to fulfill a requirement for (re)certification offered by an external governing body, it is recommended that you select the “for credit-letter grade” credit option.

Winter 2026 Schedule

Date
Details
Format
 
-
This section has no set meeting times.
Instructor:
Jason Thomas
REG#
406211
Fee:
$905.00
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Notes

Students enrolled in this course are eligible to apply for the Joseph G. Devanney Scholarship, which is awarded each academic quarter to offset course fees for MGMT X 430.38 Personal Financial Planning Capstone (classroom or online). The scholarship underwrites the full cost of the course. For more information call (310) 825-7728. Course requirements include each student to produce an online video presentation of a financial plan using digital media.

Materials required. Internet required.

Deadline
Refunds only available from November 03, 2025 to January 18, 2026
Course Requirements
Book: Retirement Planning and Employee Benefits (20th Edition) by Dalton
Money Education
ISBN 978-1957511160
Course Syllabus

This course applies toward the following programs

Female financial advisor working with couple in home

Personal Financial Planning

certificate

Personal Financial Planning

certificate Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.

Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.

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