Presentation is loading. Please wait.

Presentation is loading. Please wait.

FIN 422 Competitive Success-- snaptutorial.com

Similar presentations


Presentation on theme: "FIN 422 Competitive Success-- snaptutorial.com"— Presentation transcript:

1 FIN 422 Competitive Success-- snaptutorial.com

2 FIN 422 Entire Course For more classes visit www.snaptutorial.com FIN 422 Week 1 Financial and Retirement Calculators FIN 422 Week 2 Team Retirement Plans FIN 422 Week 2 A Recommendation for Ed FIN 422 Week 2 Textbook Problem FIN 422 Week 3 Team The Employer’s Choice

3 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 1 Financial and Retirement Calculators For more classes visit www.snaptutorial.com This site provides several calculators important for financial and retirement planning. Topics include saving for college, doubling your money (Rule of 72), power of tax deferral, and the longevity game. You can also access another similar website if you choose to do s

4 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 2 A Recommendation for Ed For more classes visit www.snaptutorial.com Read the following scenario: Ed started his business a year ago and has two employees. He has been steadily increasing his revenues and feels comfortable offering a retirement benefit plan for him and his two employees. His employees wish to make voluntary contributions. Ed is concerned about future cash flows in the event of a business downturn, as well as growing pains that may

5 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 2 Team Retirement Plans For more classes visit www.snaptutorial.com Discuss within your teams each member’s current or previous employers’ sponsored retirement plan. Do not refer to your company by name if the information is considered proprietary. Write a 700- to 1,050-word summary or a spreadsheet that addresses the following: Describe types of plan features (i.e. vesting

6 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 2 Textbook Problem For more classes visit www.snaptutorial.com Week 2 Textbook Problems Page 128 Problem # 3 Your company currently offers a defined benefit plan using the following formula for retirement benefits at age 65: final average pay, years of service

7 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 3 Team The Employer’s Choice For more classes visit www.snaptutorial.com Apply the information within the employer retirement plan chosen in Week 2. Create an 8- to 10-slide presentation from the point of view of the employer presenting to colleagues and decision-makers within the organization. Assume you are trying to recruit

8 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 3 Textbook Problems (Page 128 Problem 3,4,20) For more classes visit www.snaptutorial.com Page 128 Problem # 3 Your company currently offers a defined benefit plan using the following formula for retirement benefits at age 65: final average pay, years of service, and a 2 percent replacement income factor. There is a 2 percent actuarial reduction per year for retirement between the ages of 55 (the earliest date on which one can retire) and 65. There is no actuarial cost for the mandatory 50 percent spouse option arising from age variations between the spouses. Your CFO considers the pl

9 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 3 Textbook Problems (Page 150 Problem 8,9,10,11,12,13) For more classes visit www.snaptutorial.com Page 150 Problem # 8 Page 150 Problem # 9 Page 150 Problem # 10 Page 150 Problem # 11 Page 150 Problem # 12 Page 150 Problem # 13

10 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 4 Restructuring a Healthcare Plan For more classes visit www.snaptutorial.com Write a 525- to 700-word summary on the ways in which restructuring a health care plan can produce real financial returns. Consider and apply your knowledge of the costs and the benefits of changes and how these may boost productivity. Click the Assignment Files tab to submit your assignment as a Microsoft® Word document.

11 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 4 Team Employee Retirement Plan Development For more classes visit www.snaptutorial.com Read the following scenario: Several employees in your company have started asking questions about how much they should save in their retirement plan. Since your department has been overwhelmed by the number of questions, your manager asks you to develop an interactive decision support program for employees. Specifically, she wants to make sure the participants understand the probable percentage of replacement income their accounts will yield at retirement.

12 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 4 Textbook Problems (Page 325 Problem 1,2,3) For more classes visit www.snaptutorial.com Week 4 Textbook Problems Page 325 Problem # 1 Queen City Treating is a metal treating company that hardens prefabricated metal products for automobile accessories, including seat belt buckles, wheel rims, radiator caps, and other items. The company is experiencing some serious cost problems.

13 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 5 A Plan for Jonathan (2 Papers) For more classes visit www.snaptutorial.com Write a 750- to 1,050-word paper on the following scenario: Jonathan owns and operates a deli restaurant in New York City. It is a family business and all of the employees are family members. Jonathan wants to establish a retirement plan so he can save for retirement and the retirement of his employees on a tax deferred basis. Jonathan only wants to contribute to the plan when the business makes a profit. He is happy to contribute on behalf of his employees if the business is doing well. He wants to limit administrative fees. You have been hired to recommend a plan for Jonathan.

14 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 5 Team Presenting to the CEO For more classes visit www.snaptutorial.com Read the following scenario: After the recruitment event in Week 3, your CEO has asked for recommendations to enhance the retirement plan offered by your company, which has 500 diverse employees. Create an 8- to 10-slide presentation that makes recommendations for the following: Onsite daycare. Wellness program. Employee stock option plan, and/or profit match to the retirement plan. Click the Assignment Files tab to submit your assignment.

15 FIN 422 Competitive Success-- snaptutorial.com FIN 422 Week 5 Textbook Problems (Page 351 Problem 2,3) For more classes visit www.snaptutorial.com Page 351 Problem # 2 Your employer has awarded you 3,000 shares of SARs with a strike price of $20 per share. When SARs are exercised, the company converts the gain and compensates the employee with shares of company stock. The SARs have a five-year graduated and equal vesting schedule and a ten-year term. On the third anniversary of the grant, the market price is $25 per share and you decide to exercise your SARs.

16 FIN 422 Competitive Success-- snaptutorial.com


Download ppt "FIN 422 Competitive Success-- snaptutorial.com"

Similar presentations


Ads by Google