Benefits Planning: A Forward Thinking Approach to Taking Benefits Communications to the Next Level

The benefits world has changed. Have you?

With all the changes that health care reform and new financial legislation will bring, employees need more help making decisions about their benefits than ever before. Moving to a benefits planning program and away from the occasional benefits marketing communications offers employees the ongoing guidance they need in order to utilize their benefits in a way that can be incorporated into their overall financial plan. For the employer, this can minimize risks such as reducing liability and risk of expensive ERISA lawsuits and avoid short term costs of financial stress and long term costs of employees being unable to retire. With the trend of passing costs and responsibilities of benefits to employees, benefits planning enables them to make better decisions that actually increase their wealth over the long term.

Learning Objectives:

• Benefits planning vs. benefits communications – and what the differences mean for your company.
• How does the current open enrollment structure leave employees more vulnerable now than ever before? Is that something employers should worry about and address?
• Benefits beyond reducing legal liability – using the benefits package to reduce turnover, limit unionization, and improve morale.
• What are the specific liabilities and risks you should be looking to reduce – and what are the strategies for doing that?
• Real life case studies of how benefits planning works in action!
• The new best practices for benefits planning.

Presented By:

Liz Davidson
Founder and CEO, Financial Finesse

Liz Davidson founded Financial Finesse in 1999 to address the need for unbiased financial resources and education. Today, Financial Finesse is one of the nation’s leading providers of unbiased financial education to hundreds of organizations around the country.

Ms. Davidson is a prolific public speaker and has been invited to speak at conferences such as the National Center for Employee Ownership Annual Conference, the Employee Assistance Society of North America Annual Conference, Professional Business Women of California and the Benefits Management Forum and Expo. Financial Finesse has been profiled in various media channels, such as: Best Practices in Benefits & Compensation, What’s New in Benefits & Compensation, Employee Benefit News, Employee Benefits Plan Review, Workforce, SHRM online, NBC Nightly News, CNBC, BusinessWeek, Time Magazine, Inc., Financial Executive, Yahoo FinanceVision, FastCompany, LA Times, NY Post, The Boston Globe, Financial Planning Interactive, Investment Advisor and Investment News.

Ms. Davidson holds an M.B.A. from the Anderson School at UCLA.

Linda Robertson, CFP, ChFC, CEBS, MSFS

Linda Robertson is experienced at addressing a broad range of financial planning issues and provides unbiased education with a focus on retirement, employee benefits, and tax planning. During her five years as a financial educator with Financial Finesse, she has been instrumental in designing and launching financial education programs for many of the nation’s largest companies, including Aetna, General Mills, and Nestlé.

Her background includes over twenty years in the financial services industry, and she has conducted hundreds of financial education workshops and seminars, including her most recent appearance at the 2010 PEBA Forum for the PenJerDel Employee Benefits and Compensation Associates, where she discussed “Never Too Young or Too Old: Helping Employees of All Ages to Plan for Retirement.” Her latest published work was recently featured in SmartMoney Magazine, where she contributed to the article, “The Pension Letdown.”

Who would benefit from this program:

• HR Managers
• HR Directors
• HR Executives
• HR Professionals

Continuing Education:

• This program has been approved for 1.5 recertification credit hours toward PHR and SPHR recertification through the Human Resource Recertification Institute (HRCI). For more information about certification or recertification, please visit the HRCI homepage.

Product Options:

Audio Conference Formats Explained

• Audio Conference CD Only: $229.00 (includes S&H)

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Length: 1 hour 30 minutes