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Helping Your Employees Meet Retirement Goals


Introduction
HR as the front line for retirement issues

1. HR and Its Role in Retirement Planning
The basics of saving for retirement
What are company-sponsored retirement plans?
Why does your company need a retirement plan?

2. How to Build a Successful Retirement Program
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

3. The Basics of Financial Products
Need to know: Financial building blocks
What’s in your plan? All about funds
Tax deferred and tax-free accounts
Insurance products and annuities

4. Driving Success for Your Team
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

Conclusion
Next steps