Now, more than ever, talent retention efforts are essential, and one way to make employees feel rewarded and appreciated for their work is by offering a solid benefits package that supports their total well-being. That’s why we’re diving into a nerdy yet fascinating chat with my guest, Courtenay Shipley, the mastermind behind Retirement Planology to talk about how to realistically offer retirement benefits (and peace of mind) to your team!
Key Takeaways
- Get Going: Courtenay offers milestones for when and how to get started with your Employee Benefit Programs.
- Relevance Rocks: Spice up your benefits with apps, employee assistance programs, or year-round education to keep your team engaged.
- Walk in Their Shoes: Understand the “what’s in it for me” (WIIFM) mindset of your employees to communicate benefits effectively.
- Repeat for Success: Consistent messaging is key – keep reinforcing those benefits to ensure your team is in the know and on board.
Interested in learning more specifics about retirement planning and employee wellness? You should be! Tune in on your favorite listening app, on the website, or watch it on YouTube!
About Courtenay Shipley
Courtenay Shipley is the founder and Chief Planologist of Retirement Planology, a consulting and registered investment advisory firm for corporate-sponsored retirement plans. With a wealth of experience in the retirement plan industry, Courtenay not only offers her clients expertise in investment analysis, plan design, and employee education but also helps them leverage their employee benefits in a way that supports their own business goals.
Connect with Courtenay
Personal LinkedIn: www.linkedin.com/in/cshipley
Business LinkedIn: www.linkedin.com/company/retirement-planology-inc
Website: www.retirementplanology.com/
Email: cshipley@retirementplanology.com
Book a Call: www.retirementplanology.com/learnmore
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