Helping Your Employees Meet Retirement Goals

  • 0
  • Less than 1 hour of material
  • LinkedIn Learning
  • English
Helping Your Employees Meet Retirement Goals

Course Overview

Help your employees plan for retirement. Learn how to research, build, and manage a successful retirement program at your organization.

Course Circullum

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
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This Course Include:
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
  • Provider:LinkedIn Learning
  • Certificate:Certificate Available
  • Language:English
  • Duration:Less than 1 hour of material
  • Language CC:

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