Sapers & Wallack handled group benefits for a company with 1,000 employees and was asked to help solve a problem that was evidencing itself among their 12 officers, 24 senior executives and the 10 outside board members. It seemed that this group did not fully understand nor appreciate the supplemental benefits they were eligible for, or how to best incorporate decisions on these programs into their personal planning.
Human resources had been fielding many questions from executives about best practices to utilize the plans. However, HR did not think they were qualified nor in any fiduciary position to strategically advise on these types of personal decisions. Click here to read more…
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