Organizational Behavior City College of San Francisco

INTRODUCTION TO RETIREMENT PLANNING Dr. Settles, Professor Fall 2010 Supervision and Management 240, section 581 Wednesday evening Email = [email protected] website = fog.ccsf.edu/msettles Textbook: Fundamentals of Retirement Planning by InFre (can order on line for approximately $32 at ______School of Business City College of San Francisco

This evening semester course focuses on retirement fundamentals. The teaching methods will include: case studies, textbook readings, external readings, guest speakers along with lectures and lots of group interactions/assignments. A course overview is attached.

100 points are available in this course, a break down of all points are below. All assignments are to be submitted in typed form and submitted on time, no late assignments will be accepted.

Assignments Points Available Date Due [] Homework 15 Homework #1 5 (article +5q/a on OB topic) session 5 = 9/15 #2 5 (5websites homepage + 5q) 6 = 9/22 #3 5 ( 2 page paper on behavioral finance) 7 = 9/29

[] Quizzes 10 ______Note: Three quizzes will be given [bottom score will be dropped]. Quiz A = 9/22 Quiz B = 10/6 Quiz C= 11/10

[]Mid Term 20 10/13

[] Retirement Case + 10-QA 5 11/3

[] Group role play of retirement case 10 12/1

[] Final Examination 20 12/ 15

[] Retirement Interview 10 12/1

[] My Retirement Plan 10 12/15

Grades: 100-95= A 94-90= A- 89-85= B 84-80= B- 79-75= C 74-70= C- 69-65= D 64-60= D- Below 60 = F

Ground rules: arrive to class prior to 6pm start up time, no cell phones or other electronic devices, side conversations, start on time, end on time, respect to whomever has the floor, allow one person “the floor” to speak; come to class prepared; no food or drinks in class (water is okay); respect for others and differences in opinion Fall 2010 Schedule………………………………… Dr. Settles, Business Professor

Session # Date Focus Homework for following week 1 August 18 Orientation, C 1 Read Chapters 1 & 2

2 25 Chapter 1 read c 1 & 2

3 September 1 Chapters 1 & 2 Read Chapter 3 & 4

4 8 Chapter 3 HW #1;study for Quiz A (1/2)

5 15 Chapter 4 HW #2 + Prepare for Quiz A

6 22 Quiz A + Groups Formed HW # 3 + TB case

7 29 TB Case + Review 3& 4 Read C3 & 4; Quiz B (3/4)

8 October 6 Quiz B + Group Time Prepare for mid term {1-4}

9 13 MID TERM EXAM Read Chapter 5

10 20 Chapter 5 Chapter 6

11 27 *Guest Panel + Chapter 6 Read chapter 7 & 8

12 November 3 Chapter 7 Quiz C + group time

13 10 Quiz C + Chapter 8 Read chapter 9-10

14 17 Chapter 9 Prep for group role play

November 24th ………………..THANKSGIVING HOLIDAY

15 December 1 Group role- play Prep: final exam & personal retirement plan

16 8 Group Prep Final examination

17 15 FINAL EXAM Key dates…….. mid-term exam date= 10/ 13 retirement case + 10 QA= 11/3 group role play presented date=12/ 1 individual retirement interview = 12/1 final examination date = 12/15 personal retirement plan = 12/15

 Panel Guests = Russ Richeda, John Rennells, ______and ______H O M E W O R K ASSIGNMENTS HOMEWORK # 1 …Retirement Article [] locate a published article [] write up 1 paragraph with 5 Q/As [] make copy and attach

HOMEWORK # 2 …Retirement Websites [] Identify 5 retirement related websites [] copy the home pages of each [] summary (3-4 sentences) of each website (what does this website provide in retirement information) [] one question/one answer one can find on each of the 5 websites

HOMEWORK # 3….. Behavioral Finance [] write a 2 page paper , using 12 point font and APA format [] site at least 3 references [] answer questions you have about this topic; including: 1. what is it, 2. how is it used, give at least 3 examples 3. how could it impact me in planning my retirement, 4. what you have learned, etc. Retirement Case Study + 10 QA

Write up a retirement case (could be your own or someone you know or a combination of the two)

The write up should include 1.what are the goals of the individual 2.the age of the person, gender, married/single, # of children/dependents 3.where the individual currently resides, 4.where the individual plan to reside upon retirement, 5.any special circumstances of the person, 6.goals of the person once they enter retirement, current plan to finance retirement, 7.what are the retirement finances that are already in place, 8.challenges (health, low paying job, etc.) facing the person. Note: your group will select from your team the case that will be presented in class as a role-play. The role-play will use the input from HR/Finance Manager on suggestions to make the retirement a reality. The group should select a case that has as much detail as is possible. Interview of HR or Finance Manager

Each student is to interview a manager (the manager responsible for retirement in that company … usually the HR or Finance Manager) from a company of their choosing (public, private sector or not for profit). The interviewer (the student) will present the group selected case and ask the manager, ten retirement related questions (developed by the group) on how the individual in the case can improve his/her chances of reaching a successful retirement.

The results of the interview along with the case will be presented to the class on December 1st. DISTRIBUTION…….. Class Handouts will include:

1. Presentation criteria

2. My Personal Retirement Plan

3. How to Handle Distribution of Your Tax Deferred Retirement Assets

4. Four Potential Strategies to Improve your Retirement Assets

5. Social Security Flyer: “thinking of retiring?”

6. Useful Retirement Websites Guest Panel Questions Student ______Date ______Each student is to prepare at least five (5) questions they would like to ask of the panel prior to the class.

Questions:

Dr. Settles’ OB Course…. Mid Term/FINAL (20pts)

Name______Score= ______# of questions missed

Multiple choice mid term exam (based on the assigned chapters of the text)

1. 11.

2. 12.

3. 13.

4. 14.

5. 15.

6. 16.

7. 17.

8. 18.

9. 19.

10. 20.

ORGANIZATIONAL BEHAVIOR Quiz A B C

Date:____ Directions: Write out your answer …TRUE OR FALSE Name score/ #missed=