AccountingFinanceFirst GenerationLow IncomeManagement & General Business

Helping Your Employees Meet Retirement Goals

HR is now the frontline for retirement planning and preparation. Gen X and Gen Z employees want more control of their financial futures—while Baby Boomers are preparing to launch the next chapter of their lives. This course empowers HR reps with critical knowledge to advise their employees and their company on financial retirement options. Investment advisor and financial advocate Jane Barratt explains what HR’s role in retirement planning is, and the different types of retirement plans that companies can offer, including benefit plans like pensions and contribution plans like 401(k)s. She explains how to build a successful retirement program from the ground up, and support employees on their journey—without overstepping your bounds. Plus, get tips for interacting with benefits providers and getting employees involved early, so they can retire in comfort later on.

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