Retirement Plan Design

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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Top Three Trends HR & Employee Benefit Executives Need to Know from 2016

Kacy Reece

Kacy Reece

Blog Post

Many workers may not appreciate the work that their Human Resources department handles, but a well-oiled HR machine may make or break the overall morale and loyalty of employees. In turn, this contributes to the overall success of an organization. Despite this, we find that Human Resource and Employee Benefit professionals are typically short on time, resources, and in some cases, support. This is all the more reason that those working in HR and Benefits need to take extra steps to keep up with new trends, services, and developments within the industry to excel within their important roles. In our 2016 Employee Benefit Trends Report, we highlight some of the significant updates that help both HR professionals and the employees they support.

Here, we've highlighted what we feel are the top three trends most important to ensuring you're creating and maintaining a valuable benefits program within your organization for 2017. 

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The Financial Un-Wellness of HR

It's no secret that Financial Wellness programs have been rising in popularity for quite some time. There has been an increasing awareness on the part of employers to invest time, energy, and resources into ensuring that employees are financially stable. Historically though, the focus has heavily centered almost solely on retirement planning. Retirement readiness projections, savings rates, and automatic enrollment seem to have been what has primarily been on the minds of Human Resource professionals when it comes to employees' financial lives. 

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Implementing a Successful Financial Wellness Program [New Frontier of Wellness - Part 3]

While Financial Wellness seems to be one of the most popular trending topics among employee benefits and retirement plan professionals, how does this concept play into the big picture of overall "wellness"? In this New Frontier of Wellness series, AFS 401(k) Advisor, Alex Assaley uses his expertise and experience to explain how Financial Wellness programs are impacting people, why employers should consider them, and how to implement Financial Wellness for your own employees. 

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Prepping your Financial Wellness Program [New Frontier of Wellness - Part 2]

While Financial Wellness seems to be one of the most popular trending topics among employee benefits and retirement plan professionals, how does this concept play into the big picture of overall "wellness"? In this New Frontier of Wellness series, AFS 401(k) Advisor, Alex Assaley uses his expertise and experience to explain how Financial Wellness programs are impacting people, why employers should consider them, and how to implement Financial Wellness for your own employees. 

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Offering More Than Just Investments: Jason Crane of Transamerica Talks the Changing Landscape of Retirement Plan Design

Jason Crane has been in the business of retirement for over 15 years. As a wholesaler for Transamerica, he has a proven track record of providing companies and their employees with high-quality retirement plan products. With his most recent role though, he's working to help employers take more into consideration than account balances, investment performance and the bottom line. 

 

In our interview with Jason, who is also the keynote speaker for our 2016 Employee Benefits Symposium, he talks about the changing focus in the retirement space, how technology plays a part and what this means for an organization's future. 

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How Health Savings Accounts and Retirement Align

The intersection of health and wealth are steadfastly becoming a hot button issue in the employee benefits world. With the cost of healthcare on the rise and the aging of the workforce, this causes a problem for both employer and employee. Ryan Tiernan, Senior HSA Consultant with Access Point HSA and speaker at our upcoming Employee Benefits Symposium takes a look at how Health Savings Accounts may be part of the answer to this issue. 

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