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College Catalog

One College Avenue, Williamsport PA 17701-5799 · (570) 326-3761 or (800) 367-9222

Course Descriptions

FIN430
Retirement Planning and Employee Benefits
This course emphasizes personal tax-deferred retirement programs and the framework for calculating annual savings needed to reach income goals. A focus is placed on qualified plan design, with an emphasis on the advantages and disadvantages of specific types of qualified plans for the owners of small to medium sized businesses. Topics include qualified plan design; retirement planning; deferred compensation; group life and health insurance; and other employee benefits. 3 Credits (3 Lecture - 0 Lab) Prerequisite(s): FIN305 or FIN350. As needed.