Doug,

Our local Edward Jones office conducts a yearly one hour training course for our associates.  They give a great overview of budgeting along with investment choices.  Anthem comes in yearly as well to discuss health benefits, options, and any changes being made to our health insurance coverage.  Prudential visits quarterly to give one-on-one sessions to folks who want to talk about their 401k accounts.

I'm certain Rockwell could ask their providers to do the same at your facility.  After all, I'm certain they'd love to maintain their accounts!

Leland

-----Original Message-----
From: TechNet [mailto:[log in to unmask]] On Behalf Of Douglas Pauls
Sent: Wednesday, July 01, 2015 10:35 AM
To: [log in to unmask]
Subject: [TN] [NTC] Explaining Benefits

Good morning all,

A completely non-technical question for you this morning.  As many of you know, my evil twin brother Dave Hillman and I have the great privilege of mentoring and supervising our extremely bright co-op students and interns
(7 this summer).  We have found, over the years, that these students do not get any kind of education or training on how to make intelligent choices relevant to benefits.  Things like medical choices, HSA vs. FSA, pre-tax vs. post-tax dollars, 401K options, etc.  None of the colleges I know of have such a course for graduating seniors.  Rockwell Collins does not have any such training, though it is being discussed for the future.

So, I am wondering if any of your companies offer your new professionals such training or know of good publicly available courses on the topics?

Doug Pauls
Principal Materials and Process Engineer Rockwell Collins


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