Employee Benefits

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’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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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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Which Unique Flavor is Your Investment Menu?

For many companies and organizations, the task of crafting the perfect investment menu can be an overwhelming mission; but it doesn’t need to be. It can be as simple as picking a dish from a menu. A well-made investment lineup is similar to the restaurant menu that offers just the right amount of options to make selecting the perfect dish an enjoyable experience.

When we’re constructing an investment menu for our clients, we advise committee members to build-out their investment menu to satisfy three types of investors: 1) the active investor, 2) the passive investor, and the 3) do-it-for-me investor. First and foremost, committee members need to be familiar with their plan's investment policy statement in order to design the line-up fittingly. Below, we detail a few items often included in a well-rounded investment menu.

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Is Your Company Culture Attracting the Millennials' Crowd?

Kacy Reece

Kacy Reece

Blog Post

Many millennials are looking for their company’s employee benefits program to go beyond the typical healthcare and retirement plan by also addressing other key priorities, such as student loan assistance, financial education, and flexible schedules. While news headlines sometimes turned their demands into stories of “entitled” or “needy” millennials, at the core, their goals are similar to past generations - they want help to take actionable steps towards achieving a healthier lifestyle -  mentally, physically, and financially.

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How to Create a Holistic Benefits Package for the Future

Kacy Reece

Kacy Reece

Blog Post

 

When you think about a 401(k) plan, do you consider why it has risen to such a popular option over a pension plan? Initially, when the IRS created the code that introduced 401(k)’s in the early 1980s, it was to give high ranking executives an added benefit to their pension plan. Today, most companies have done away with pensions plans and exclusively use defined contribution plans, such as 401(k)s and 403(b)s, as a way to mitigate costs.

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VIDEO: Are HSAs the Missing Piece to Your Employees' Benefits Package?

As more organizations begin to expand their employee benefits, are Health Savings Accounts, or HSAs, a good fit for your employees? An HSA is a savings vehicle designed to assist with out-of-pocket medical expenses, but it can double as another way for your employees to save for retirement. Currently, only those enrolled in a high-deductible health insurance plan are eligible to take advantage of an HSA. Employees can use the funds to pay for qualified medical expenses such as premium payments, deductibles, copays, and prescriptions.

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