Continuing Education Credits: IACET CEUs: 0.4 (Contact Hours: 4 hours) ATD CI Credits: 4 HRCI Credits: 4 SHRM PDCs: 4
Estimated time to complete: 4 hours (90 days access time)
Self-Paced Online 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 Will 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
Key Features:
- Mobile-friendly
- Audio-enabled
- Badge and credit-awarding
- Real-world case studies
- Fully accessible
- Games & Flashcards
- Expert-supported
- Video content
Unlock the keys to a successful future for both your team and yourself. Enroll now and take the first step towards mastering the art of retirement planning—an investment in knowledge that pays lifelong dividends