FIN_605-Syllabus- - MBA Program Saint Joseph's University...

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MBA Program Saint Joseph’s University Fall Semester, 2011 FIN 5245 – PENSION AND BENEFITS ADMINISTRATION Instructor : John J. Juliano Office: Mandeville 237 Telephone: (609) 980-5334 (Cell), (856) 294-9209 (Home) E-Mail: [email protected] Office Hours: 30 minutes prior to and after each class Texts: Retirement Planning and Employee Benefits for Financial Planners, 7 th ed. Author: Michael A. Dalton Publisher: Your Money Education Resouce Course Description: This course is designed to provide students the information needed to plan or manage their own or the firm’s pension and benefit programs. The course will discuss income needs, employer sponsored retirement plans, and personal savings plans. The tax advantages of the various plans both to the individual and to the employer are covered. Defined benefit and defined contribution plans are discussed and the incidence of risk upon the employer or the individual is examined. Additionally, the funding requirements and appropriate investment vehicles for
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FIN_605-Syllabus- - MBA Program Saint Joseph's University...

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