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Podcast

Benefits, with Purpose!

September 17, 2024

A podcast series that explores the topics organizations need to know so they can deliver meaningful health and wealth benefits to their employees
Benefits Administration and Outsourcing Solutions
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Episode 1: The transformation of the employee benefits experience


With so many benefit decisions to make, the right technology can help employers meet their employees individual needs at the time in their lives when they need guidance. Does the human factor still play a part?

Host:
Thomas Lawrence
Tom Lawrence

Managing Director, Market Leader, Missouri and Kansas at WTW

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Speakers:
Elise Schroeter
Elise Schroeter

Managing Director, Talent and Rewards at WTW

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Bob Carlson
Bob Carlson

Senior Director, Benefits Delivery and Administration at WTW

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The transformation of the employee benefits experience
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    Episode 1: The transformation of the employee benefits experience
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    Episode 2: Benefits Accounts: The only constant is change


    An interpretation of the many legislative changes impacting medical benefits accounts (CARES, HEALS and HEROES Acts) and what employers need to know.

    Host:
    Philip Massey
    Philip Massey

    Director, Client Service and Delivery CEBS at WTW

    Email

    Speaker:
    Stephen Durso
    Stephen Durso

    Associate Director, Benefits Accounts at WTW

    Email

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    Benefits accounts: The only constant is change
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      Episode 2: Benefits Accounts: The only constant is change
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      Episode 3: Benefits Accounts: Navigating the plan year runout


      Health care accounts such as HSAs and FSAs bring value to employees if the correct actions are taken. Our experts discuss the importance of plan year deadlines and how employers can help employees navigate this important time.

      Host:
      Philip Massey
      Philip Massey

      Director, Client Service and Delivery CEBS at WTW

      Email

      Speaker:
      Stephen Durso
      Stephen Durso

      Associate Director, Benefits Accounts at WTW

      Email

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      Benefits Accounts: Navigating the plan year runout
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        Episode 3: Benefits Accounts: Navigating the plan year runout
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        Episode 4: Co-fiduciary arrangements: The next frontier of pension outsourcing

        Co-fiduciary arrangements within defined benefit pension plan administration has become an increasing trend for employers. Why? Our experts explain how outsourcing these responsibilities and liabilities to a third-party brings significant value, providing risk mitigation, enhanced compliance results, and more.

        Host:
        Dave Amendola
        Dave Amendola

        Senior Director, Intellectual Capital Leader | Benefits Advisory & Compliance at WTW

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        Speakers:
        Lisa Alkon
        Lisa Alkon

        Managing Director, Retirement at WTW

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        Laura Kelly
        Laura Kelly

        Senior Director at WTW

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        Co-fiduciary arrangements: The next frontier of pension outsourcing
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          Episode 4: Co-fiduciary arrangements: The next frontier of pension outsourcing
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          Episode 5: COBRA subsidies in the American Rescue Plan Act

          On March 11, 2021 President Biden signed the latest COVID-19 relief bill which includes a 100% COBRA subsidy for those who lost coverage due to involuntary termination or reduction in hours. Our experts unpack the many questions that come along with this update and the administrative challenges for employers in implementing these subsidies.

          Host:
          Pratin Shah
          Pratin Shah

          Senior Director, Benefits Outsourcing at WTW

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          Speaker:
          Holly Murphy
          Holly Murphy

          Director, Benefits Outsourcing at WTW

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          COBRA subsidies in the American Rescue Plan Act
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            Episode 5: COBRA subsidies in the American Rescue Plan Act
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            Episode 6: COBRA subsidies in the American Rescue Plan Act – Part 2

            This second episode on COBRA subsidies focuses on Department of Labor guidance and model notices. Our experts review administration challenges and compliance strategies for implementing the subsidies and coordinating subsidies with the one-year extensions under previous emergency rules.

            Host:
            Pratin Shah
            Pratin Shah

            Senior Director, Benefits Outsourcing at WTW

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            Speaker:
            Holly Murphy
            Holly Murphy

            Director, Benefits Outsourcing at WTW

            Email

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            COBRA subsidies in the American Rescue Plan Act – Part 2
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              Episode 6: COBRA subsidies in the American Rescue Plan Act – Part 2
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              Episode 7: HSAs: The best option for retirement savings?

              HSAs are often a misunderstood benefit by employees, especially when it comes to how these accounts can help save for retirement. Our experts discuss the reality of health care costs in retirement, and how an HSA in addition to a 401(k) can be a highly effective strategy in planning for the future.

              Read more here about how to educate your employees on maximizing their retirement savings.

              Host:
              Philip Massey
              Philip Massey

              Director, Client Service and Delivery CEBS at WTW

              Email

              Speaker:
              Stephen Durso
              Stephen Durso

              Associate Director, Benefits Accounts at WTW

              Email

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              HSAs: the best option for retirement savings?
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                Episode 7: HSAs: The best option for retirement savings?
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                Episode 8: HSA spending, saving and engagement

                Research shows year-over-year employees are increasingly opening HSA accounts. However in 2020, about 20% of accounts were unfunded—meaning employees were not enjoying any of the tax benefits the HSA provides. Why is this employee benefit so often underutilized? Our experts tackle the issue of engagement and talk strategy and practical tips so employers can act to help employees maximize the value available to them from these accounts.

                Host:
                Philip Massey
                Philip Massey

                Director, Client Service and Delivery CEBS at WTW

                Email

                Speaker:
                Stephen Durso
                Stephen Durso

                Associate Director, Benefits Accounts at WTW

                Email

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                  Episode 8: HSA spending, saving and engagement
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                  Episode 9: Common goal, different paths: Considerations for employers regarding COVID-19 vaccinations

                  Since the COVID-19 pandemic began, employers have been faced with the challenge of ensuring a safe and healthy workplace for their employees. In September of 2021, President Biden announced the COVID-19 action plan, Path Out of the Pandemic, which requires employers with more than 100 employees to ensure workers are vaccinated or tested weekly. What does this mean for employers and their workforce? Our experts discuss the questions you’re thinking about, our latest research from nearly 1,000 employers and the administration and compliance concerns to be aware of.

                  Host:
                  Holly Murphy
                  Holly Murphy

                  Director, Benefits Outsourcing at WTW

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                  Speaker:
                  Julie Stone
                  Julie Stone

                  Managing Director, Health & Benefits North America | Intellectual Capital Leader at WTW

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                  Vaccines in the workplace: Choosing the best employer options
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                    Episode 9: Common goal, different paths: Considerations for employers regarding COVID-19 vaccinations
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                    Episode 10: HSA spring cleaning: Helping employees grasp the value

                    With the pandemic and higher living costs, financial wellbeing is a matter that employers are prioritizing to reduce the impacts on employees. In this episode, our benefits delivery experts discuss outcome-focused communication strategies for employers so they can help employees enrolled in a high deductible health plan (HDHP) take full advantage of their health savings account (HSA).

                    Host:
                    Philip Massey
                    Philip Massey

                    Director, Client Service and Delivery CEBS at WTW

                    Email

                    Speaker:
                    Stephen Durso
                    Stephen Durso

                    Associate Director, Benefits Accounts at WTW

                    Email

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                    HSA spring cleaning: Helping employees grasp the value
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                      Episode 10: HSA spring cleaning: Helping employees grasp the value
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                      Episode 11: A pivotal moment in benefits

                      Moreso than ever, health and retirement benefits are key reasons employees join or stay with employers. In this tight labor market, how employers communicate the value of their benefits offering can give them a competitive advantage. In this episode, our experts discuss creative and outside-the-box strategies employers can use to communicate, connect and engage with employees.

                      Host:
                      Jason Dalbec
                      Jason Dalbec

                      Managing Director, Benefits Outsourcing at WTW

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                      Speakers:
                      Jill Knoke
                      Jill Knoke

                      Managing Director, Benefits Outsourcing at WTW

                      Email

                      Annie Rzepecki
                      Annie Rzepecki

                      Senior Director, Employee Experience at WTW

                      Email

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                        Episode 12: How HSAs can combat inflation

                        With inflation top of mind, empowering employees to make the most of the triple-tax-savings opportunity their HSA provides is important. In this episode, our experts unpack the financial benefits of HSAs and the different ways employers can educate employees on how to save their hard-earned dollars.

                        Host:
                        Philip Massey
                        Philip Massey

                        Director, Client Service and Delivery CEBS at WTW

                        Email

                        Speaker:
                        Stephen Durso
                        Stephen Durso

                        Associate Director, Benefits Accounts at WTW

                        Email

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                        How HSAs can combat inflation
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                          Episode 12: How HSAs can combat inflation
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                          Episode 13: Modernizing the employee experience through data

                          Employees desire benefits that are straight forward and reliable. How do employers make sure the valuable benefits being offered to their employees are personalized and accessible? Hear our experts discuss how APIs are enabling the fast, accurate and secure exchange of data between systems, vendors and carriers. You can also read more about this topic in this article.

                          Host:
                          Pratin Shah
                          Pratin Shah

                          Managing Director, Benefits Outsourcing at WTW

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                          Speakers:
                          Kaitlin O’Sullivan
                          Kaitlin O’Sullivan

                          Director, Benefits Outsourcing at WTW

                          Email

                          Chris Keys
                          Chris Keys

                          Senior Director, Employee Experience at WTW

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                          Modernizing the employee experience through data
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                            Episode 13: Modernizing the employee experience through Data
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                            Episode 14: Benefits Accounts: A deep dive into dependents and tax-favored accounts

                            Many employees may not be aware of how different account types can help them save on dependent care and healthcare costs. In this episode, our experts explain how a dependent is defined and the tax benefits related to the various types of accounts including dependent care FSAs, healthcare FSAs, HRAs and HSAs.

                            Host:
                            Philip Massey
                            Philip Massey

                            Director, Client Service and Delivery CEBS at WTW

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                            Speakers:
                            Stephen Durso
                            Stephen Durso

                            Director, Benefits Accounts at WTW

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                            Episode 14: Benefits accounts — A deep dive into dependents and tax-favored accounts
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                              Episode 14: Benefits Accounts: A deep dive into dependents and tax-favored accounts
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                              Episode 15: HSAs: No regrets!

                              In honor of HSA Day, we celebrate the many benefits HSAs offer employees throughout their career journey and into retirement. In this episode, our experts reflect on the power of HSAs at this point in their careers and the aspects of this benefit employees may not be aware of.

                              Host:
                              Philip Massey
                              Philip Massey

                              Director, Client Service and Delivery CEBS at WTW

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                              Speakers:
                              Stephen Durso
                              Stephen Durso

                              Director, Benefits Accounts at WTW

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                              Episode 15: No regrets (and Happy HSA Day)
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                                Episode 15: HSAs: No regrets!
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                                Episode 16: AI and HR: Myths debunked, benefits revealed

                                AI is transforming HR by enhancing efficiency, personalizing the employee experience, and supporting decision-making. Our experts discuss some misconceptions around AI and how organizations can unlock its full potential.

                                Host:
                                Gretchen Broderson
                                Gretchen Broderson

                                Managing Director, Benefits Outsourcing at WTW

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                                Speakers:
                                Ryan McNeill
                                Ryan McNeill

                                Product Director, Benefits Outsourcing at WTW

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                                Chris Pinc
                                Chris Pinc

                                Head of Innovation and Solutions, Employee Experience at WTW

                                Email

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                                Episode 16: AI and HR — Looking ahead
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