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Principal Platform

Principal Platform. Overview …. Let me give you a high level overview of: The Illinois Business Center’s Healthcare Team Some questions to think about The Principal Platform. A different approach ….

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Principal Platform

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  1. Principal Platform Q2 2012

  2. Overview … Let me give you a high level overview of: • The Illinois Business Center’s Healthcare Team • Some questions to think about • The Principal Platform Q2 2012

  3. A different approach … Our mission is to help healthcare professionals and organizations set and achieve their financial goals, allowing them to recruit, reward, retain and retire their employees. We endeavor to understand both the organization’s and the individual’s unique financial situation, providing them with the highest quality education and services. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client, so that we may cover all aspects of your financial health and well-being. Q2 2012

  4. What’s in it for you? • An industry competitive Benefits Package that will help you Recruit, Retain, Reward and eventually Retire financially responsible employees. • Possible volume discounts when you Bundle product lines to make it more fiscally responsible and sustainable. • A Blended Employer & Employee paid benefit package to meet the needs of a diverse workforce. • A Benefit Partner that will help you communicate, plan, benchmark, implement and manage your Benefits on an ongoing basis. Q2 2012

  5. Some Additional Questions • What keeps you awake at night thinking about your organization? • Discuss your plans and steps taken regarding employee: • Recruitment • Retention • Rewards • Replacement (succession of key employees) • What is your greatest source of ‘benefit pain’? • How do you deliver Benefits currently? (New Hire & Annual) • Group; Online; Paper; Individual Meetings; Other? • Are you being charged fees for Benefit Design & Consulting? Q2 2012

  6. Human Capital Questions What are your internal HR Capabilities? • Capacity (current work loads?) • Benefit Expertise (primary function?) • Education & Communication Resources • Enrollment Staffing • Benefits Administration What areas may require external support? • Capacity (leverage) • Benefit Expertise (specialists) • Education & Communication Resources (‘bolt-on’ resource ready) • Enrollment Staffing (HR manages; we are task driven) • Benefits Administration (multiple resources) Q2 2012

  7. Q1 2012

  8. Employee Financial Resource Program • Retirement Planning • Passport to Retirement • Taking Control Workshop for Women • Understanding Social Security • Financial Planning Basics • Complete Financial Management • Retirement Investment Strategies • Retirement Plan Distributions • Annuity Basics • College Planning • Estate Planning • Estate Conservation • Charitable Giving

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