Course Description

In today’s competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent – but only if those benefits actually matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. 

Learning Objectives

  • Identify what types of benefits employees find valuable

  • Recall the basic types of retirement plans and how they differ

  • Distinguish between the basic health insurance plan types

  • Recognize how life insurance may be incorporated into an employee benefits package

Additional Required Materials

  • Level: Intermediate

  • Field of Study: Personnel/Human Resources – Non-technical (NASBA); Fundamental & Current Tax Law (CFP)

  • Who Should Attend: Financial leaders who are involved in the employee benefits function of their company, as well as tax practitioners and financial advisors who advise clients on employee benefits issues.

  • Required Knowledge: Basic knowledge of employee benefits programs.

  • Advanced Prep: None

Instructor

CPA, CPCU, MST, MBA David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.