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Course Description

This course teaches you how to conduct a retirement needs analysis for individuals and to recognize the key factors that affect retirement plan selection for business owners. You will be able to evaluate and compare the characteristics of various retirement plans and recommend which plan is appropriate in a given situation. The course covers tax-deferred retirement plans, IRAs, nonqualified plans, Social Security, Medicare, Medicaid, distribution strategies, taxation of distributions, and regulatory considerations.  

Modules included in this course:  

  • Retirement Needs Analysis  

  • Qualified Retirement Plan Rules  

  • Types of Qualified Retirement Plans  

  • Nonqualified Retirement Plans  

  • Types of Nonqualified Retirement Plans  

  • Other Tax-Advantaged Retirement Plans  

  • Retirement Income and Distribution Strategies  

  • Distribution Rules, Alternatives, and Taxation  

  • Plan Selection for Businesses  

  • Employee Benefit Plans  

  • Business Succession Planning  

  • Social Security  

  • Medicare and Medicaid  

  • Regulatory Considerations  

To inquire about Boston University’s Online Financial Planning Program, including upcoming course schedules and registration, please contact our education partners at AllCampus by calling 857-366-9338. 

As a BU CPE student, you will receive a discount code for 25% on your enrollment receipt for this publisher.  Link to list of textbooks

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Enroll Now - Select a section to enroll in
Section Title
Retirement & Employee Benefits
Contact Hours
30.0
Delivery Options
Self-paced Online  
Course Fee(s)
FP Tuition non-credit $695.00 Click here to get more information
Potential Discount(s)
Available for Credit
1 to 3 units
CEUs
3 CEUs
Reading List / Textbook

To order your books for OLFP105 Retirement Planning & Employee Benefits, link to the publisher.

As a BU CPE student, you will receive a discount code for 25% on your enrollment receipt for this publisher.  You can apply this discount when you purchase the book directly from the publisher at check out for your textbook, and you can choose a Digital, Bundle of Digital and Print or Print edition.

Section Notes

This class ends on September 30, 2025.

At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, and enrolling in your next class.  At the end of your class, follow the directions as outlined in Next Steps in Blackboard, including getting your grade, and enrolling in your next class.  If you need extra time, you can purchase a one-time extension.

Section Materials
  • Calculator (Mandatory) HP 12C Financial Programmable Calculator
  • Textbook (Mandatory) The Tools & Techniques of Employee Benefit and Retirement Planning by Stephen R. Leimberg, Joseph F. Stenken, and John J. McFadden 18 edition ISBN 978-1588528148
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