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Voluntary Benefits: Add More Value to Your Total Rewards Strategy and Comply with ERISA Requirements

Voluntary Benefits: Add More Value to Your Total Rewards Strategy and Comply with ERISA Requirements

Product Code: YPWA041217

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Voluntary Benefits: Add More Value to Your Total Rewards Strategy and Comply with ERISA Requirements

Live Webinar: Wednesday, April 12, 2017

1:30 to 3:00 p.m. Eastern/10:30 a.m. to 12:00 p.m. Pacific

A recent survey by Willis Towers Watson revealed that many organizations are using voluntary benefits to address the needs of their employees in an era of increasing deductibles and costs in the post-ACA world. Ninety-two percent of surveyed U.S. employers said voluntary benefits and services (VBS) will be an important piece of their employee value proposition over the next five years. 

In addition to traditional voluntary benefits such as supplemental life, retiree life, and dental insurance, there are now additional offerings available to employees: identity theft protection, student loan repayment programs, critical illness insurance, accident insurance, and even pet insurance, to name just a few. 

Join us on April 12 to discover which VBS are most popular right now and which ones are gaining in popularity. Presenter Karl Ahlrichs will explain whether your voluntary benefit offerings are exempt under ERISA voluntary plan safe harbor rules. 
In addition, you’ll learn: 

  • Why VBS are becoming increasingly important to workplaces around the country 
  • How VBS can improve company culture and help attract and retain top talent 
  • How to use VBS to compete in a competitive marketplace 
  • Which benefits are most in demand for particular demographics (Boomers, Millennials, etc.) 
  • How much time you should allow to set up new voluntary benefits options 
  • How employees can purchase benefits through payroll deductions 
  • Requirements that must be met for voluntary benefits to be exempt under ERISA’s voluntary plan safe harbor rules 

About Your Presenters:

Karl AhlrichsKarl Ahlrichs 
SPHR Consultant 
Gregory & Appel 

Karl Ahlrichs, SPHR, is a consultant at Gregory & Appel who has broad experience in senior level problem solving, with proven skills in handling complex organizational issues with uncommon sense. Mr. Ahlrichs is a national speaker and author who joined Gregory & Appel after serving as a founding partner of ExactHire, a human resources services firm. He also served as a Senior Consultant for Professional Staff Management. He was in business development in the Indianapolis office of Marsh & McLennan, and Vice President of Right Management Consultants. Mr. Ahlrichs facilitates an invitation-only roundtable for Indiana CFOs, and was the program chair for the Indiana Society for Human Resources Management annual conference for more than a decade. He is a member of HRPDA, SHRM, the American Society of Training and Development, and the Association for Psychological Type. He is president of the Indiana Chapter of the National Speakers Association, and was named the SHRM Human Resource Professional of the Year for the State of Indiana. Mr. Ahlrichs has presented at the National SHRM Conference for 10 consecutive years. 

Paul Finnell 
Voluntary Benefits Consultant 
Gregory & Appel 

Paul Finnell is a Senior Account Executive for the Worksite Benefits Department at Gregory & Appel Insurance. He became a licensed agent in 1993 to begin his career as an individual producer, specializing in life, health, and securities. Mr. Finnell turned his focus to worksite marketing and voluntary benefits when he joined Hauser & Associates Insurance Services in 1996, where he was instrumental in their success through his leadership and proficiency in all aspects of worksite marketing and the benefits enrollment process. Working with 150-plus employers across 16 states, he honed his skills in sales, broker relations, enrollment set-up, benefits presentations and enrollments, enroller evaluation and training, site management, policyholder customer service, employer relations, networking, and public relations. Mr. Finnell’s primary concentration has been in city/county government and healthcare with additional experience in education and manufacturing industries. He has a B.S. in Mechanical Engineering from Tri-State University and was a Regional Sales & Marketing Manager in the US and Canada for a division AT&T Bell Laboratories 7 years prior to beginning his insurance career. 


Have a specific question related to the topic of this audio conference? Post it here and get an answer during the event, time permitting, or in a follow-up e-mail from the audio conference presenter. This is only available to audio conference registrants.

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