Think about how your organization manages its benefits program. Are health and retirement benefits separate conversations? If yes, you are not alone, but we will challenge you to think differently. With the increasing use of high deductible plans and HSAs, your employees have access to a useful tool that meets both healthcare and retirement needs. However, without the proper communication, they may not appreciate the power of viewing these benefits together. And from an organizational standpoint, employees who can’t afford to retire exponentially increase the cost of providing health benefits as this demographic ages. Empowering employees to retire with dignity is a win-win. Join this program to learn how.
Learning Objectives:
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Kevin Mahoney, CIMA
Managing Director, Investments and Senior Institutional Consultant
Raymond James
Connect Online with this Speaker
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As founder of Corporate Advisors Group, Kevin Mahoney joined Raymond James as a Managing Director, Investments and Senior Institutional Consultant in 2015. Kevin brings over 25 years’ experience in the financial services industry. His areas of expertise include fiduciary risk management, ERISA issues, qualified and non-qualified retirement plans, liability driven investing, philanthropic services, employee education and communication.
Kevin led the launch of SHRM 401(k) Solutions by Raymond James. SHRM 401(k) Solutions by Raymond James offers fiduciary investment advisory services to SHRM’s ecosystem. We help employees make meaningful progress towards their financial goals and employers meet their fiduciary responsibilities.