Optimizing Employee Benefits and Financial Wellness: Best Practices for Funding Policies, Retirement Benefits, and Health Care Communication

Optimizing Employee Benefits and Financial Wellness: Best Practices for Funding Policies, Retirement Benefits, and Health Care Communication

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Session Details

Date: Thursday, September 18

Time: 3:00 pm - 4:40 pm ET

2 CPE credits

Level: basic

Field of Study: Personnel/Human Resources

This engaging and informative session will explore three critical best practices in employee benefits and financial planning: Core Elements of a Funding Policy for Governmental Pension and OPEB Plans, Communicating Health-Care Benefits to Employees and Retirees, and Educating Employees about the Adequacy of Retirement Benefit.

This session is designed to help organizations effectively develop core elements of a sustainable pension funding policy for the benefit of all participating employers and employees, educate employees about the adequacy of retirement plans, and enhance communication of health care benefits. By implementing these strategies, organizations can ensure fiscal responsibility, empower their workforce, and create a culture of transparency and trust. Whether you’re a finance officer, HR professional, or organizational leader, this webinar will provide actionable insights to address key challenges and opportunities in employee benefits and organizational planning. 

Learning Objectives

  • Discover the essential components of a funding policy that promotes financial sustainability and aligns with organizational goals.

  • Describe techniques to educate employees about the adequacy of retirement benefits, helping them make informed financial decisions for their future.

  • Develop strategies for communicating health care benefits to employees in a clear and impactful manner, fostering a culture of engagement and trust.

Speakers

  • Amy McInerny

    Chief Financial Officer, SBCERA, San Bernardino, California

  • Todd Tauzer

    National Public Retirement Leader, Segal, San Francisco, California

  • Barbara Germaine Whitehorn

    Deputy City Manager and Chief Fiscal Officer, City of Sedona, Arizona

  • Norman Eckstein

    Chief Financial Officer & Tax Collector, Township of Boonton, New Jersey