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Foundation Workshops
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Introduction to Retirement Plans
Intro to
Retirement Plans is designed for individuals who are new to the field of
employee retirement benefits. The program provides an overview of employer
sponsored retirement plan fundamentals. After attending the program,
individuals will have a basic understanding of the different types of employer
sponsored retirement plans, the key differences between them and the objectives
they accomplish, the design alternatives that each employer may consider when
implementing a plan, and the different rules governing such plans.
1 PA CLE credit
Jason
L Brodsky
Consultant, Retirement - Towers Perrin
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Introduction to Benefits: 25 Ways to Lower
Your Employee Benefits Plan Costs
Controlling costs under an
employer medical program requires juggling financial needs with cultural
requirements and employee retention challenges. Fortunately, there are many
approaches an employer can use. The more approaches a Human Resources
professional is familiar with, the easier it is for that professional to respond
to requests from the Board or CFO for cost saving ideas. Our presentation will
provide a review of over 30 strategies, some of which will not work for your
organization, but some of which will be a good fit. Our strategies will be
organized into four broad categories:
Learning Objectives:
Participants will be aware of more cost containment strategies than they were aware of when beginning the session.
Participants will be able to recognize why some strategies will work well for their organization, while other strategies will not work as well.
Participants will have a ball park idea of the savings value of different strategies.
Participants will recognize why using strategies from different categories is a stronger approach than concentrating on just one category.
Participants will leave equipped with questions for the executive team that will help identify strategies that will the best fit for their organization.
Barbara G. Bender
Consultant, Charon Planning
Maureen Lee
Team leader and member of Charon Planning Management Team
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