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General, Working / Accumulation Phase, Life Events

What Issues Should I Consider With My Employer-Provided Benefits?

Updated 12/1/2023

Electing benefits can be a daunting task, and it’s difficult to know which benefits best suit your client’s needs.

With your guidance, clients will be able to ask the right questions for determining which benefit elections are appropriate for their unique situation. Get a step ahead, and be prepared to provide thoughtful answers to your 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

Click here for a client-facing email template.

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