How Do 401(k) Advisors Tie Benefits Together?

The video titled “2018 Nuveen Leadership Council – Jamie Greenleaf, Cafaro Greenleaf” features an interview conducted by 401k Specialist with Jamie Greenleaf of Cafaro Greenleaf. The discussion centers around how employers can effectively attract, retain, and reward employees through tailored benefits.

Key points include:

  1. Changing Benefit Strategies: Employers are increasingly looking beyond traditional retirement plans to offer benefits that cater to the diverse needs of a multi-generational workforce. This includes considering options like pet insurance and other non-traditional benefits.
  2. Personalization of Benefits: Employers are aiming to personalize benefits based on the specific needs of their employees. This involves understanding the demographics and financial situations of employees, such as their student loan debt or retirement income needs, and adjusting benefit offerings accordingly.
  3. Efficient Use of Benefit Dollars: The discussion emphasizes the importance of strategically allocating benefit dollars to areas that are most relevant to the workforce, potentially moving away from a one-size-fits-all approach.

You can watch the full video here.

John Sullivan
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With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.

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