Title: FIN 422 Education for Service--tutorialrank.com
1FIN 422 Education for Service--tutorialrank.com
2FIN 422 Education for Service--tutorialrank.com
FIN 422 Entire Course For more course tutorials
visit www.tutorialrank.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 Employers
Choice
3FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 1 Financial and Retirement
Calculators For more course tutorials
visit www.tutorialrank.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 so. Write a 700- to 1,050-word paper
discussing quantitative methods used to plan
retirements and other future financial
obligations.
4FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 2 A Recommendation for Ed For more
course tutorials visit www.tutorialrank.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 accompany future expansion. Ed has asked
you to recommend a retirement plan for his
business. Develop a recommendation for Ed among
SIMPLE, Keogh, SEP and Money Purchase/Targeted
Plan in 525 to 700 words.
5FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 2 Team Retirement Plans For more
course tutorials visit www.tutorialrank.com Disc
uss within your teams each members 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?
6FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 2 Textbook Problem For more course
tutorials visit www.tutorialrank.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, 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 plan too costly. You decide to keep
the DBP as is for your current employees, but
offer a modified DBP for new hires.
7FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 3 Team The Employers Choice For
more course tutorials visit www.tutorialrank.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 workers and are using
this plan as a key component of your offer
package. Choose a hypothetical employee target
(i.e. recent college grad, middle manager or
CEO). Analyze how your plan is competitive in
terms of providing an important life event
benefit.
8FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 3 Textbook Problems (Page 128
Problem 3,4,20) For more course tutorials
visit www.tutorialrank.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 plan too costly. You decide to keep
the DBP as is for your current employees, but
offer a modified DBP for new hires. The new hire
plan will continue to encourage long and
productive service, but will reduce the cost to
the company.
9FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 3 Textbook Problems (Page 150
Problem 8,9,10,11,12,13) For more course
tutorials visit www.tutorialrank.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
10FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 4 Restructuring a Healthcare Plan
For more course tutorials visit www.tutorialrank.
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.
11FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 4 Team Employee Retirement Plan
Development For more course tutorials
visit www.tutorialrank.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. Applying the
information from the plan chosen in Week 2,
create an 8- to 10-slide presentation or brochure
where you address the following
12FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 4 Textbook Problems (Page 325
Problem 1,2,3) For more course tutorials
visit www.tutorialrank.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.
Foreign competition, which uses better technology
and has different cost structures, is taking away
some of Queen Citys customers by offering lower
prices. As a result, Queen City is scrutinizing
all of its costs. The CFO has concluded that one
area that needs revamping is the high labor cost
of the senior workers.
13FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 5 A Plan for Jonathan (2 Papers)
For more course tutorials visit www.tutorialrank.
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.
14FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 5 Team Presenting to the CEO For
more course tutorials visit www.tutorialrank.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.
15FIN 422 Education for Service--tutorialrank.com
FIN 422 Week 5 Textbook Problems (Page 351
Problem 2,3) For more course tutorials
visit www.tutorialrank.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. (a) Briefly explain
the tax consequences, if any, of your exercise.
(b) Briefly explain how you would calculate the
spread owed to you on exercise. (c) Briefly
explain how you would calculate the number of
shares you would receive.
16FIN 422 Education for Service--tutorialrank.com