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Course Information

Retirement & Benefits Planning (BUSN 310)

Term: 2023-2024 - SPRING

Faculty

Luke E Becker

Office Hours: By Appointment Only, either by Zoom or Phone

 

My name is Luke Becker. A little bit about me, I am originally from Fort Dodge, IA and currently work full-time at Iowa Central Community College in Fort Dodge. My wife and I have two sons, Theo and Max! I did my undergrad work at Iowa State University, where I received by B.S. degree and did my graduate work at Upper Iowa University, where I received my Master of Business Administration degree with an emphasis in Economics. I have been in the business and higher education field my entire career and am excited to go through this journey with you this term. I am very passionate about online learning and all of the benefits that are presented in the online classroom. In my spare time when I am not working, I enjoy doing home improvement projects, being active outside, jogging with my German Shepherd, spending time with my son, and rooting for the Kansas City Chiefs when they play. A fun fact about me is that I have ran two marathons, including one with my wife.

Description

This course examines and analyzes various benefit programs and retirement planning vehicles. Topics include customer needs analysis; individual plan characteristics; and the distribution, reporting, and taxation requirements specific to each plan type. The course focuses on strategies for integrating retirement planning and benefits into a sound overall personal financial plan. Prerequisite: Busn 301. Offered: Spring