Introduction
HR as the front line for retirement issues
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1. HR and Its Role in Retirement Planning
The basics of saving for retirement
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What are company-sponsored retirement plans?
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Why does your company need a retirement plan?
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2. How to Build a Successful Retirement Program
How do you measure success?
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Key features of a successful program
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How to engage different groups in your retirement program
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Help your employees change their behaviors
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3. The Basics of Financial Products
Need to know: Financial building blocks
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What’s in your plan? All about funds
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Tax deferred and tax-free accounts
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Insurance products and annuities
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4. Driving Success for Your Team
The fine line between being helpful and providing advice
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Questions to ask your financial service providers
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How to engage in retirement language with employees
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How to support a successful retirement program
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