BUSI 688 Retirement Planning Sample Papers, Week by Week

Liberty University · MBA · Business and accounting · Updated

BUSI 688 covers retirement planning needs and strategies: qualified plan design, Social Security and Medicare, group life, health and disability insurance and nonqualified deferred compensation. The samples answer each forum with one client decision, when a married couple should claim Social Security, how a new 401(k) should set its defaults, whether to take a pension's lump sum and how much a retiring couple can withdraw each year.

CourseBUSI 688 Retirement Planning (BUSI688)
Credit hours3
ProgramMBA
Length8 Module/Weeks, online
Weeks with written work4 of 8
Samples on this site4 week sample papers
SourcesLiberty's 2026-2027 catalog and the published BUSI 688 course guide
UpdatedOctober 2026

What BUSI 688 covers

Dalton and Dalton's chapters are read two a module, with chapter 12 on Social Security in the first week and chapters 13 and 14 in Module/Week 7, each module with one to three presentations; seven 25-point quizzes and seven sets of end-of-chapter questions run through Module/Week 7, and the 250-point final exam of 100 questions with a three-hour limit closes Module/Week 8.

The four 25-point forums fall in Module/Weeks 1, 3, 4 and 6, the 50-point mini-case retirement scenarios from the textbook in Module/Weeks 2 and 5, and the 150-point comprehensive retirement plan analysis and 50-point recorded presentation for the textbook's Roman family case in Module/Week 8.

Liberty's 2026-2027 catalog describes BUSI 688 Retirement Planning this way:
This course provides a comprehensive overview of retirement planning needs and analysis for effective planning strategies. Topics include qualified retirement plan design, Social Security, Medicare, group life health and disability insurance, and non-qualified deferred compensation.

BUSI 688 week by week, with the sample for each

WeekWritten work in the course guidePointsSample
Week 1DB Forum 1 (Course Requirements Checklist, Class Introductions, End-of-Chapter Questions 1 and Quiz 1 also due)25Read the Week 1 sample
Week 2Mini-Case Retirement Scenario 1 from the textbook, End-of-Chapter Questions 2 and Quiz 2 onlyNo written paper this week
Week 3DB Forum 2 (End-of-Chapter Questions 3 and Quiz 3 also due)25Read the Week 3 sample
Week 4DB Forum 3 (End-of-Chapter Questions 4 and Quiz 4 also due)25Read the Week 4 sample
Week 5Mini-Case Retirement Scenario 2 from the textbook, End-of-Chapter Questions 5 and Quiz 5 onlyNo written paper this week
Week 6DB Forum 4 (End-of-Chapter Questions 6 and Quiz 6 also due)25Read the Week 6 sample
Week 7End-of-Chapter Questions 7 and Quiz 7 onlyNo written paper this week
Week 8Comprehensive Retirement Plan Analysis and Presentation for the textbook's case, and the Final Exam onlyNo written paper this week

Where BUSI 688 papers lose points

BUSI 688 posts lose points when a claiming analysis stops at the break-even age and ignores the survivor, when plan defaults are treated as paperwork rather than the choices most workers keep, when a lump sum is compared with a monthly pension without converting both to income and when a withdrawal rate is quoted without its research or the client's other income.

Using a BUSI 688 sample well

The samples draw on research about the actuarial value of delaying Social Security, the 2026 Trustees Report, plan rules and the path of least resistance in 401(k) plans, the annuitization puzzle, historical safe withdrawal rates and how bond yields at retirement change what is safe.

BUSI 688 questions, answered

What are the BUSI 688 discussion forum requirements?

For every BUSI 688 forum the student posts 350 words or more that tie personal experience to the course, attaches a Word copy and answers two classmates in 250 words or more.

What is the BUSI 688 comprehensive retirement plan?

The Module/Week 8 project that uses the textbook's case and financial planning software to build a full retirement plan, worth 150 points, presented to the client in a recorded PowerPoint worth 50 more.

What textbook does BUSI 688 use?

Dalton and Dalton's Retirement Planning and Employee Benefits, covering qualified plans, Social Security and Medicare, group insurance benefits and nonqualified deferred compensation.

Ask for a custom BUSI 688 sample

Send the Module/Week, the instructions and the rubric from your Canvas course, and a writer in your field drafts a sample to them in 24 to 48 hours. The first custom sample is free.