Helping Your Employees Meet Retirement Goals

Course details

HR is now the frontline for retirement planning and preparation. Gen X and Gen Z employees want more control of their financial futures—while Baby Boomers are preparing to launch the next chapter of their lives. This course empowers HR reps with critical knowledge to advise their employees and their company on financial retirement options. Investment advisor and financial advocate Jane Barratt explains what HR’s role in retirement planning is, and the different types of retirement plans that companies can offer, including benefit plans like pensions and contribution plans like 401(k)s. She explains how to build a successful retirement program from the ground up, and support employees on their journey—without overstepping your bounds. Plus, get tips for interacting with benefits providers and getting employees involved early, so they can retire in comfort later on.

Learning objectives
HR’s relationship to retirement planning
Types of company retirement plans
Building a successful retirement program
Financial products
Supporting employees
Dealing with retirement benefits providers

Concepts

0. Introduction

01 - HR as the front line for retirement issues

1. HR and Its Role in Retirement Planning

02 - The basics of saving for retirement
03 - What are company-sponsored retirement plans
04 - Why does your company need a retirement plan

2. How to Build a Successful Retirement Program

05 - How do you measure success
06 - Key features of a successful program
07 - How to engage different groups in your retirement program
08 - Help your employees change their behaviors

3. The Basics of Financial Products

09 - Need to know - Financial building blocks
10 - What s in your plan All about funds
11 - Tax deferred and tax-free accounts
12 - Insurance products and annuities

4. Driving Success for Your Team

13 - The fine line between being helpful and providing advice
14 - Questions to ask your financial service providers
15 - How to engage in retirement language with employees
16 - How to support a successful retirement program

Conclusion

17 - Next steps