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Retirement Planning
Chapter 13: Employee Benefits & Fringe Benefits/EMPLOYER-PROVIDED GROUP INSURANCE
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Chapter 13: Employee Benefits & Fringe Benefits

EMPLOYER-PROVIDED GROUP INSURANCE

01.Core Concepts

• Valued by employees as a core part of their compensation package during working years • Lower premiums and better coverage than individual market. • Employer and employee may share cost of premiums on a pre-tax basis. • Prior to retirement, employee and adviser should analyze: • Which types of insurance will still be needed post-retirement • In what amount • Most beneficial way to obtain the coverage • Group-term life insurance • Group medical insurance