Electing benefits can be a daunting task, and it’s difficult to know which benefits best suit our client’s needs.
With our guidance, clients will be able to ask the right questions for determining which benefit elections are appropriate for their unique situation. We like to get a step ahead and be prepared to provide thoughtful answers to our client’s many questions.
This checklist covers the key issues to consider when a client must make a decision surrounding their employer-provided benefits.
Employer-sponsored retirement plans
Medical insurance, life insurance, and disability insurance
Coordinating employer benefits with savings, fund-sourcing, and tax planning needs
Impact on their overall financial plan