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Change Management and Employee Communication Best Practices
 
02:29
Findley Davies offers a structured process to help organizations implement successful change. With an emphasis on creating long-term behavior changes, our solutions help companies achieve their business objectives while attracting and retaining key talent. We can support you at any point in the process -- from strategic planning to material development and delivery.
Views: 3427 F I N D L E Y
Human Resource Integration for Mergers and Acquisitions
 
01:07
Findley Davies Human Resources Merger & Acquisition team has the expertise and years of experience to support you through the HR integration process. We leverage the strength of subject-matter experts in all human resources areas, including pay, benefits, technology, and communications. Our change management experts prepare people for the initial business transaction, and continue supporting implementation and integration goals.
Views: 1448 F I N D L E Y
Driving Business Results Through HR - Nancy Pokorny
 
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With many changes in the HR realm, Findley Davies is seeing a shift from focusing on the HR agenda to a focus on business results. HR is a strong business partner making major contributions to the business.
Views: 208 F I N D L E Y
Strategic Human Resources Consultants
 
02:30
Findley Davies is an independent consulting firm and trusted business partner. We help you make critical decisions about employee benefits and change management to make sure your human resources strategy aligns with organizational objectives. We provide strategic counsel to help navigate the changing benefits landscape and successfully manage workforce issues. At a time when doing more with less is the new normal, we provide advice and administrative power and act as a true extension of your team.
Views: 2463 F I N D L E Y
Health and Group Benefit Plan Consulting
 
02:34
The Affordable Care Act has turned health benefits upside down in some cases. It's certainly not business as usual as employers prepare to make 2015 health benefits decisions. Health Care Reform has resulted in many employers revisiting their employee value proposition and its alignment with corporate strategy.
Views: 361 F I N D L E Y
Defined Benefit Plan Administration
 
01:34
We provide clients with full-service defined benefit plan administration services allowing plan sponsors to better manage risk and reduce cost. Findley Davies uses proprietary technology, retirement benefit expertise, and proven processes and procedures to completely automate pension plan management.
Views: 318 F I N D L E Y
Corporate Retirement Plan Consulting
 
01:29
Our retirement plan solutions help organizations design plans that provide meaningful retirement benefits to their employees while supporting the organization's financial strategies and complying with government regulations. We help organizations attract and retain talent while managing exposure to risk and expenses to enhance long-term financial performance.
Views: 143 F I N D L E Y
HR Technology Implementation: Getting Stakeholders Commitment
 
02:23
Determining who your key stakeholders are and what their roles will be is important for HR technology implementation. Setting guidelines and knowing what's expected are critical in the process and will determine how successful the HR system implementation will be.
Views: 178 F I N D L E Y
Pension Wars: Rise of De-risking Webinar Recording
 
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This one-half hour webinar includes de-risking considerations relative to terminated vested cash-outs, annuity purchases, mortality, interest rates, investments, PBGC premiums and considerations for future plan termination.
Views: 124 F I N D L E Y
Pension Plan Termination Process
 
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Matt Klein, Managing Consultant in our Actuarial Service Practice, explains how Findley Davies can help guide plan sponsors through the plan termination process.
Views: 160 F I N D L E Y
Actuarial Consulting to Design and Manage Pension Programs
 
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Findley Davies' actuarial consultants help clients design and manage pension programs, retiree medical and life insurance programs, and supplemental executive retirement plans. With the organization's goals in mind, we help you provide financial security for your employees in their retirement years, attract and retain quality employees and have peace of mind knowing your plan is being operated in compliance with applicable rules and regulations.
Views: 539 F I N D L E Y
Meet Senior Consultant Tara Morey
 
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Findley Davies' Tara Morey, a senior consultant, manages different client projects as well as works with clients to select technology, implement, and reengineer their product changes.
Views: 71 F I N D L E Y
Compensation & Rewards
 
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We listen to our clients and provide compensation and rewards program guidance on important business decisions regarding salary management, annual and long-term incentive pay, equity-based plans, non-qualified deferred compensation, and executive-only benefits.
Views: 380 F I N D L E Y
Strategic Employer Wellness Consultants
 
01:17
Findley Davies' Strategic Employer Wellness services help organizations expand their health and wellness efforts beyond programs to lasting organizational culture change. Most wellness programs have limited success because they tend to be part of the benefits plan and are focused on activities. Instead, high-performing wellness initiatives succeed when the organizational culture shifts to support the overall health and well-being of each individual.
Views: 110 F I N D L E Y
Defined Benefit Plan Administration: Lean on Our Team
 
01:28
We provide clients with full-service defined benefit plan administration services allowing plan sponsors to better manage risk and reduce cost. Findley uses proprietary technology, retirement benefit expertise, and proven processes and procedures to completely automate pension plan management.
Views: 91 F I N D L E Y
What to expect when implementing a wellness initiative
 
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Wellness initiatives take many shapes and sizes. Findley Davies' approach includes establishing a baseline of the current state and focuses on wellness program objectives, measurement and infrastructure.
Views: 66 F I N D L E Y
Defined Contribution Plan Administration and Recordkeeping
 
01:49
Our recordkeeping and administration services help clients manage the risk associated with defined contribution retirement plan regulatory compliance and provide worry-free recordkeeping services to free up time that your human resources team may devote to other priorities.
Views: 138 F I N D L E Y
Pension Plan Termination: A Step-by-Step Process
 
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Pension plan sponsors who are interested in terminated their plan will find this one-half hour webinar of interest. Learn the financial, investment, plan design, data, and communications advanced planning areas. In addition, once you have reached the point when everything is ready, you will learn the step-by-step process to terminate the pension plan.
Views: 231 F I N D L E Y
Health and Welfare Plan Compliance Overview
 
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Jason Rothman, J.D., Managing Consultant, Regulatory Advisory Services, shares ERISA, tax code issues, cafeteria plans, HIPAA, Affordable Care Act, and wellness plan compliance considerations.
Views: 13 F I N D L E Y
Change Management and Employee Communication Best Practices
 
02:25
Findley offers a structured process to help organizations implement successful change. With an emphasis on creating long-term behavior changes, our solutions help companies achieve their business objectives while attracting and retaining key talent. We can support you at any point in the process -- from strategic planning to material development and delivery. Compression Planning is a structured technique for facilitating a group meeting. It takes a wide range of ideas and solutions and converts them into an action plan for implementation. If you want to reach consensus quickly, compression planning is the solution. For open enrollment and other communications, lean on our team for customized employee communications strategy, development, implementation, and success measures.
Views: 15 F I N D L E Y
Total Rewards Statements Defined
 
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Total Rewards Statements include the total value of what employers are providing to their employees, whether it be medical benefits, compensation arrangements, or bonuses.
Views: 75 F I N D L E Y
Total Rewards Statements Defined
 
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Total Rewards Statements include the total value of what employers are providing to their employees, whether it be medical benefits, compensation arrangements, or bonuses.
Views: 281 F I N D L E Y
How To Measure Success of HR Technology Implementation
 
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Findley Davies' Tara Morey uses the HR technology business case to evaluate the success of achieving objectives.
Views: 109 F I N D L E Y
Trending Health and Welfare Plan Compliance Issues
 
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Jason Rothman, J.D., Managing Consultant, Regulatory Advisory Services, shares Affordable Care Act, HIPAA, and wellness plan compliance considerations.
Views: 18 F I N D L E Y
How Will Pension Valuations Be Impacted By the Updated Mortality Tables
 
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This Findley Davies webinar recording provides an easy to understand overview of the recently released mortality table to help you develop strategies for implementation and managing the impact.
Views: 172 F I N D L E Y
HR Technology Project Management Roles & Expectations
 
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Findley Davies provides clear roles and expectations for your team when implementing a project management process. Learn how to develop your team to ensure successful HR technology implementation.
Views: 75 F I N D L E Y
The Project Management Process
 
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Managing Consultant, Carrie Alexander, explains how Findley Davies can help their clients plan, think through priorities and make sure projects come off without a hitch.
Views: 39 F I N D L E Y
ERISA Fiduciary Duties and the New DOL Regulations
 
01:08:47
This Findley Davies webinar recording provides an overview of fiduciary duties, recent DOL fiduciary regulations, and practical guidance on avoiding the pitfalls that plan sponsors have encountered.
Views: 330 F I N D L E Y
HR Technology Vendors - Their Training Approaches Differ
 
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A different approach to vendor training focuses on the individual, and self-paced training, rather than working in a group setting.
Views: 26 F I N D L E Y
Eureka! A Next Generation Retirement Plan Design 6/20/17
 
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Retirement Plan sponsors have a new plan design to consider. Learn how Variable Benefit (VB) Plans mitigate the biggest fears of both the plan sponsor and participant. This webcast includes an example with the benefits and risks and a side-by-side comparison of DB, DC, and VB plans.
Views: 113 F I N D L E Y
Retirement Withdrawal Strategy Presentation
 
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In January 2013, David Zolt authored an article in the Journal of Financial Planning titled "Achieving a Higher Safe Withdrawal Rate With the Target Percentage Adjustment" to address these questions. In this presentation, David reviewed the research underpinning the 4% Rule, address the current research and illustrate examples of how the Target Percentage is used to monitor portfolio safety and the actions required to extend portfolio longevity.
Views: 1183 F I N D L E Y
Human Resource Technology Solutions Consulting
 
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We partner with organizational leadership to enhance the HR function. This includes analyzing how HR is performing, improving processes, and selecting and implementing technology solutions. Our HR effectiveness and technology consultants can extend HR's reputation as a strategic function that is fully aligned with business objectives.
Views: 137 F I N D L E Y
Pension Plan De risking and Terminated Vested Buyouts Why Now
 
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Pension plan sponsors continuously monitor risk exposure and make informed decisions about risk tolerances each year. This very fluid process includes evaluating: terminated vested payouts, how to administer terminated vested buyouts, active vested and retiree funded status trigger points, annuity purchase options, and advantages of partial settlements.
Views: 198 F I N D L E Y
HR Consulting - Senior Leadership Involvement
 
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Organizations value Findley Davies' senior level human resource consultants involvement in projects. Clients benefits from our accomplished professionals experienced in human resources, ERISA and tax law, retirement plans, actuarial science, compensation and rewards, communications, health and group insurance, and human resources technology.
Views: 29 F I N D L E Y
First Aid for Employee Benefit Plans Webinar Recording
 
01:00:28
Plan documents, summary plan descriptions, summaries of material modifications, Form 5500...these are just some of the required documents and disclosure requirements that employee benefits plans are subject to. Whether you are new to the employee benefits community or are a seasoned employee benefits professional, there are always challenges in complying with these ERISA and Internal Revenue Code requirements.
Views: 83 F I N D L E Y
Pension Plan Termination -- Aligning the Stars in the Complex Decision Making Process
 
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This webinar is designed for pension plan sponsors interested in determining the right time to terminate a plan. Topics addressed include evaluating trigger points, reviewing the financial, plan design, data, and employee communication considerations to decide when to begin the formal termination process, and understanding the complexity of the process and typical time frames.
Views: 74 F I N D L E Y
2015 Findley Davies Holiday Greeting
 
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Findley Davies' 2015 holiday greeting is a whiteboard video highlighting one of the communications tools used to communicate employee benefits information with our clients' employees. Nature gives to every time and season some beauties of its own.” Charles Dickens
Views: 429 F I N D L E Y
Findley Davies and Shumaker, Loop & Kendrick Health Care Reform Update Meeting 5/22/13
 
01:09:57
Employers have many decisions to make as they prepare for open enrollment this Fall. This webinar provides a Health Care Reform update including the latest on Employer Shared Responsibility Rules, the practical application of Measurement, Administrative and Stability Periods , an overview of proposed wellness rules and permissible incentives and suggestions for proactive employee communications. Explore how the Affordable Care Act impacts employer-sponsored plans, the 2014 individual mandate, and how health insurance exchanges will operate.
Views: 135 F I N D L E Y
Strategic Employer Well-Being Overview
 
01:36
Findley helps organizations align well-being strategy with business objectives. We support organizations in developing a well-being strategy and approach that empowers people to lead healthier lives and the organization to achieve objectives such as lowered health care cost, increased productivity and engagement, and enhanced financial results. High-performing wellness initiatives succeed when the organizational culture shifts to support the overall health and well-being of each individual.
Views: 80 F I N D L E Y
2016 Pension Update: Change is Constant.  Now What?
 
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With all of the changes going on in the pension world, pension plan sponsors want to better understand the recently updated mortality table and its impact for funding and accounting, further increases to PBGC premiums, extension of HATFA funding relief, and new granular accounting methodologies. This 45 minute Findley Davies recorded webinar will address the impact of these pension world changes on your organization as you make decisions for 2016.
Views: 139 F I N D L E Y
BPS&M Joins Findley Davies
 
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This joining of our two firms broadens our capabilities in the retirement consulting, health and group benefits and compliance arenas and provides us opportunities for future growth.
Views: 146 F I N D L E Y
Develop Managers into Coaches
 
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Findley Davies takes a personal approach in developing managers and leaders as coaches to help welcome open dialogue and discussion in performance development.
Views: 44 F I N D L E Y
Align Employee Performance
 
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It's crucial that an organization know where they are, where they want to be and what will take them there before working to align a client of their own. Findley Davies works to help align and develop their clients goals, in order for that client to be able to develop an effective performance management process.
Views: 13 F I N D L E Y
Findley Davies' Personalized Communication
 
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Findley Davies offers employees a complete benefits package, on top of their compensation.
Views: 100 F I N D L E Y
Not All Defined Contribution Plan Administration Firms are Created Equal
 
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Findley Davies delivers service to plan sponsors, participants and their independent investment advisors, by creating solutions that wrap around the needs of our clients.
Views: 87 F I N D L E Y
Performance Management Defined
 
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Kimberlie England offers an introspective look at the goals of an organization.
Views: 84 F I N D L E Y
A Shift From Performance Management Systems to Personal Development
 
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According to recent trends in HR, leadership development, including the shift from performance management to performance development, is the foundation to develop your next generation of leaders.
Views: 71 F I N D L E Y
Hiring a Consultant: My Perspective
 
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At Findley Davies, we take the time to invest in your success, understand what you're about and will join you to deliver results.
Views: 63 F I N D L E Y
Project Management Client Experiences
 
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Managing Consultant, Carrie Alexander, explains how Findley Davies can help their clients plan, think through priorities and make sure projects come off without a hitch.
Views: 61 F I N D L E Y