Financial Essentials

Teaching Personal Financial Planning Skills

 

     

 

Financial Essentials Employee Benefits Workshops are customized programs.  These workshops can be used to help train your HR staff, or to help your employees get an unbiased prospective of what is being offered to them, and how to best take advantage of your plans.

A sample of the topics covered in these workshops include:

• The Role of Your Benefits Plans
• Contribution and Distribution Rules
• Choosing Plan Investments
• Understanding Your Summary Plan Description (SPD)
• Important Rules and Regulations
• What You Need to Know About ERISA, HIPAA, and COBRA
• Employee Responsibilities
• Administrator Responsibilities
• Where to Go to Get Your Benefit Questions Answered
• Exceptions to the Rules

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Cheryl L. Bernstein, CFP

              Founder