Overview
-
Help your employees plan for retirement. Learn how to research, build, and manage a successful retirement program at your organization.
Syllabus
-
Introduction
- HR as the front line for retirement issues
- The basics of saving for retirement
- What are company-sponsored retirement plans?
- Why does your company need a retirement plan?
- How do you measure success?
- Key features of a successful program
- How to engage different groups in your retirement program
- Help your employees change their behaviors
- Need to know: Financial building blocks
- What’s in your plan? All about funds
- Tax deferred and tax-free accounts
- Insurance products and annuities
- The fine line between being helpful and providing advice
- Questions to ask your financial service providers
- How to engage in retirement language with employees
- How to support a successful retirement program
- Next steps
