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