Learning Team: Presenting to the CEO

 Learning Team: Presenting to the CEO

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.

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A Plan for Jonathan

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.

Complete the following:

• Apply the financial planning concepts we have learned in this course to guide Jonathan on the fiscal planning he must do to determine when it would be appropriate to make retirement contributions for himself and his employees.
• Evaluate the different retirement plans available to Jonathan and recommend appropriate choices.
• Examine the risks associated with your recommendation and the ways Jonathan can mitigate these.

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

FIN 422 WEEK 5 A Plan for Jonathan

FIN 422 WEEK 5 A Plan for Jonathan

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.

Complete the following:

• Apply the financial planning concepts we have learned in this course to guide Jonathan on the fiscal planning he must do to determine when it would be appropriate to make retirement contributions for himself and his employees.
• Evaluate the different retirement plans available to Jonathan and recommend appropriate choices.
• Examine the risks associated with your recommendation and the ways Jonathan can mitigate these.

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