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General, Working / Accumulation Phase, Life Events

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

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.

Related Guides
What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
Category: General, Insurance Planning
As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
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As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
What Issues Should I Consider Before The End Of The Year?
Category: General
What Issues Should I Consider Before I Update My Estate Plan?
Category: General, Estate Planning
What Issues Should I Consider When Reviewing My Investments?
Category: General, Assets and Investment Planning
Should I Change My Medicare Coverage During Open Enrollment?
Category: General, Retirement / Decumulation, Insurance Planning, Life Events
What Issues Should I Consider When Establishing My Charitable Giving Strategy?
Category: General, Estate Planning
Master List Of Goals
Category: General
What Issues Should I Consider When Reviewing My Estate Planning Documents?
Category: General, Estate Planning
What Issues Should I Consider When Reviewing Cash Flow?
Category: General
What Issues Should I Consider At The Start Of The Year?
Category: General
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
What Issues Should I Consider When Reviewing My Beneficiaries?
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Internal Client Service Calendar
Category: General
What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
Category: General
What Documents Do I Need To Collect For Filing My Tax Return?
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What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
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Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
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“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
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— Roger Whitney, CFP®️, CIMA®️, CPWA®️
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