FIN422 - WEEK 2 Learning Team: Retirement Plans

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Note: The Learning Team assignments over the next four weeks will be based on this initial research.

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, eligibility, entry dates, retirement dates, etc.) and estimate whether or not these features are valuable.
  • Analyze the fees associated with the plan, and explain how are they paid.
  • What investments are available?
  • What other features and opportunities does the plan provide?
  • Choose one plan that you would like to further analyze over the next few weeks. Briefly address the strengths and shortcomings of this plan. (If you are creating a spreadsheet, complete this portion by submitting a 90 to 175 word summary).

Click the Assignment Files tab to submit your assignment as a Microsoft® Word document.

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