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Retirement- Now What? Key Take-Aways from a Seminar for Older Adults

Money Talk

I recently attended a face-to-face class called Retirement-Now What ? The class started with two questions for each participant: are you retired? When it was my turn to respond, I reiterated a long-standing description of my current status: “No, I am not retired. that focused on the same transitions I wrote about.

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Annuity Myths and Facts

Money Talk

Below are some key things to know about annuities from a recent seminar that I attended: Complexity- Annuities are often sold as a “simple” investment but, in reality, they can be quite complicated. What Not to Do - Annuities are generally not appropriate for qualified retirement plans such as 401(k)s or IRAs.

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BT boosts employees’ pension knowledge with financial education programme

Employee Benefits

The programme, which is provided in partnership with Wealth at Work, aims to help employees who need help understanding their options and how to implement their plan; including retirement goals and considerations, accessing retirement savings, understanding the risks, tax planning, and how to seek further guidance and regulated financial advice.

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Top tips for boosting employees’ pensions knowledge 

Employee Benefits

Adrian Firth, financial education consultant at Mattioli Woods, says: “They are more likely to appreciate the benefit of tax relief and the employer contributions on top of their own payment when they can see it laid out before them.”

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Examples of fringe benefits by category

Business Management Daily

Fringe benefits generally cover needs such as: Health and wellness Retirement planning Time off and vacation Financial offerings Work-life balance Company-sponsored fixtures and events Professional development Let’s take a look at what’s included in each category. However, there are a few categories into which they usually fall.

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100 SHRM Chapter Seminar Program Ideas

UpstartHR

100 SHRM Chapter Seminar Ideas. No, really, please use the 401k: how to drive engagement in retirement plans. Get outta here: how to prepare your employees to retire. Get more SHRM volunteer leadership content: The post 100 SHRM Chapter Seminar Program Ideas appeared first on upstartHR. You want what?!?

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3 Ways Financial Stress Impacts Different Generations

Best Money Moves

For instance, to target Millennials and Gen Z, consider offering digital financial wellness tools and resources, instead of relying on literature and seminars. For many employees, a common source for retirement and financial advice for employees is their retirement plan provider.