Course Description

This course includes the comprehensive study of qualified retirement plans, other tax-advantaged plans, non-qualified plans, and employee benefits in a manner that integrates the overall concepts of financial planning.

Course Objectives


Upon completing this course, successful students will be able to:
  • Gain a firm grasp of retirement planning concepts.
  • Undergo a comprehensive study of the characteristics of retirement plans including qualified, nonqualified, tax-advantaged plans and employee/group benefits; Social Security and Medicare as they apply to a given planning situation.
  • Learn about plan characteristics, advantages, disadvantages and be able to recommend the appropriate plan to a given employer or situation.
  • Understand implementation, administration and items such as discrimination testing, participation requirements, and contribution limits at the plan level.
  • Learn how these plans integrate with financial planning concepts and financial planning processes.



Grade Policy

Students must receive a "C" grade or above to pass this course. Please review our program policies here.

Course Registration

This course is an open enrollment course. No application is required and registration is available by clicking "Add to Cart." Current students must register with their Georgetown NetID and password. New students will be prompted to create an account prior to registration.
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