Benefits Planning: A Forward Thinking Approach . Presented By: Liz Davidson Founder and CEO, Financial Finesse, and Linda Robertson Senior Resident Financial Planner, Financial Finesse CFP®, CEBS, ChFC, MSFS. Today’s Objectives.
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Benefits Planning: A Forward Thinking Approach
Founder and CEO, Financial Finesse,
Senior Resident Financial Planner, Financial Finesse
CFP®, CEBS, ChFC, MSFS
Center for retirement research at Boston College: An Update on Pension Data, 2004
Information gathered from MetLife’s 8thAnnual Study of Employee Benefits Trends, 2010
2004 CWCA Study
MetLife 8th Annual Study of Employee Benefit Trends
The difference is $126,421 at retirement or $52,487 in today’s dollars
12345 or more
Number of Interactions with financial education services.
As quantity of financial wellness interactions increases, deferral rate increases.
Financial Finesse Quarterly: Aetna’s Award Winning Financial Wellness Program
Financial Finesse Quarterly: M. A. Mortenson Company’s Successful Retirement Education Program
Step 1:Approach benefits communication and benefits planning as ongoing, not an annual task.
Step 2:Determine your employees’ benefits planning needs.
Step 3: Provide a multi-channel program in order to reach all employees.
Step 4:Conduct ongoing research to keep pace with your changing workforce as their knowledge increases with benefits planning education.