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Overview of Employee Benefits (DWC University - Workshop #1)

This presentations provides an overview of the various types of benefit programs that companies offer to their employees. It is the first session in a series that will ultimately provide in-depth coverage of employer-sponsored retirement programs.

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Overview of Employee BenefitsDWC University – Workshop 1,[object Object],Presented By,[object Object],Adam C. Pozek,,[object Object],ERPA, QPA, QPFC,[object Object],Partner,[object Object],DWC ERISA,[object Object],Consultants, LLC,[object Object]
Part 1,[object Object],Introduction, Schedule and Format,[object Object]
Introduction,[object Object],Why are we here?,[object Object],Consistency of knowledge,[object Object],Uniformity of advice,[object Object],Why do we care?,[object Object],Client service,[object Object],Liability protection,[object Object],Competitive advantage,[object Object],Reputation risk,[object Object],Creative solutions,[object Object]
Schedule & Format,[object Object],Once or twice per week through January,[object Object],Most sessions are 90 minutes but some are shorter,[object Object],Material is cumulative,[object Object],Interaction is encouraged BUT remain on topic,[object Object],Content will include…,[object Object],Rules and regulations,[object Object],Practical application,[object Object],Case studies,[object Object],Operational efficiencies, excel tricks, etc.,[object Object],Homework,[object Object]
Part 2,[object Object],Employee,[object Object],Benefits,[object Object]
Employee Benefits,[object Object],Benefits provided by employers to their employees,[object Object],Three broad categories,[object Object],Retirement,[object Object],Health,[object Object],Welfare,[object Object],Reasons,[object Object],Attract and retain employees,[object Object],Paternalism,[object Object],Government mandate,[object Object],Tax deductions,[object Object],Cost,[object Object],$1.5 trillion in 2007, according to EBRI,[object Object]
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Overview of Employee Benefits (DWC University - Workshop #1)

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