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5 Reasons Not to Miss Our Employee Benefits Symposium

Kacy Reece

Kacy Reece

Blog Post

Every year, we host our Employee Benefits Symposium,  our signature event that brings together HR and benefits professionals for a day of networking, education, and fiduciary training. Whether you are a CFO, an HR executive, a retirement committee member, or a plan administrator, attending this event will give you access to the latest industry trends, expose you to industry experts, and allow you to network with peers at the top of the industry. Attendees should be prepared to head back to their respective organizations with unrivaled forward-thinking knowledge to enhance their organizations' benefits and employee engagement. This year, we've packed our agenda with captivating presentations that cover a range of top trending topics, from the needs of caregivers in the workplace to cyber security and fiduciary training, all presented by speakers at the top of their fields. This chance to openly engage industry thought leaders is an opportunity you will not want to miss. 

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Are Incentive-Based Programs Worth it?

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Companies and organizations across America are constantly struggling with two major workplace challenges: attracting top talent, and then, retaining that talent. When an employee thinks about your benefits program, is he or she content, confused, disappointed, or simply unaware?

Regardless of industry or service, every HR department and Corporate Executive wants to keep their best current and future employees satisfied. In order to push employees to their fullest potentials, leaders in an organization should demonstrate they are making positive strides to better their employees’ lives, both inside and outside the office.

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What Type of Fiduciary Should Your Retirement Plan Have?

The retirement plan industry has a problem – jargon. While speaking the language is second nature to those who live every day in retirement plan consulting, it’s important that we act as ambassadors and translate the convoluted acronyms and industry slang, so our partners and retirement committee members have the knowledge they need to manage their plan with confidence.

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What’s the Future of Student Loan Benefits in the Workplace?

Finding the right employees – and keeping them – is becoming increasingly difficult for employers. Unemployment numbers are low which means employees can be more selective in their job searches. Now, more than ever, you must have the right benefits packages in place in order to win in this competitive landscape. And to attract the best and brightest young talent, you have to get creative.

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6 Ways to Protect Yourself as a New Fiduciary

Okay, you have accepted the invitation to become a fiduciary for your company’s retirement plan. Now what? Here’s a simple rule to follow: As a plan fiduciary, you must always act in the best interest of the plan’s participants and their beneficiaries. No exceptions!

It’s normal to feel overwhelmed as you prepare for your first retirement plan committee meeting, so to help we have assembled a few best practices to help you get ready.

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Overcoming Unique Retirement Challenges in the Non-Profit Sector

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Anyone who works in Human Resources knows the positive effect offering high-quality employee benefit programs can have on a workforce. They attract the best potential candidates for new jobs and foster a sense of loyalty and support among current staff, to name a few. No matter the size or industry, administering employee benefits, particularly the retirement plan, can be a complicated process. While the same basic goal may apply to companies and organizations, non-profit organizations face unique challenges when ensuring their retirement plan benefit is the best fit for employees, as well as the organization. 

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Is Financial Wellness Making an Impact for Employees?

“Are my employees on track for their financial picture?”

It's a question we get asked all the time, and whether you're an employee at an organization, an HR  executive, or a Retirement Plan Committee member, everyone wants to know if financial wellness programs are worth all the “buzz”. In this short video, I give my thoughts on why meaningful financial wellness programs are so essential, and I also encourage anyone to check out our 2017 whitepaper, Beyond Retirement: An Examination of Financial Wellness for Employers. This report aims to provide a clearer picture of what an average working American's financial situation looks like and how organizations can create programs to help their employees reach goals throughout their career for today, tomorrow, and their long-term future. 

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