Gianna Ricciardi is co-founder and Practice Leader at Vita Assure, a Canadian brokerage firm that specializes in employee benefits for small and medium-sized enterprises in Quebec and Ontario. Gianna has 20 years of experience working with the payroll, HR, and finance departments to create employee benefit plans that take into account the changing demands of the workforce. In this episode, Gianna talks about how to modernize benefits by adopting technology, and how foreign businesses with teams in Canada can offer competitive employee benefits. Gianna will also talk about ways to care for employees who suffer from anxiety and depression.
Host: Marie-Line Germain, Ph.D.
Mixing: Kelly Minnis

Ep. 074 - Modernize benefits by adopting technology - Gianna Ricciardi

Shane Foss is the founder & CEO of Hooray Health. Shane Foss has over 20 years of tenure as an executive in the medical industry. Shane served as Chief Commercial Officer of ProNerve, The Chief Operating Officer of EmployerDirect Healthcare, and Partner at Castle Development Group. At Hooray Health, where he is the CEO, Shane and his team focus on offering peace of mind to lower-income individuals and families who face medical challenges, while also providing business owners with an affordable way to reward and retain employees. In this episode, Shane talks about how small businesses and nonprofit owners can afford to offer healthcare to their employees.
Host: Marie-Line Germain, Ph.D.
Mixing: Kelly Minnis

Ep. 075 - Small businesses & nonprofit can afford to offer healthcare - Shane Foss

In today’s episode of “Just Compensation,” , partner in Lowenstein’s  group and chair of the firm's  group; , partner in the  group; and associate  discuss the new NASDAQ and NYSE clawback policy requirements, including the new listing standards, what companies must include in their clawback policies, and what companies should do now. Speakers: , Partner, Chair, ESG Practice , Partner, Employee Benefits &amp; Executive Compensation , Associate, Employee Benefits &amp; Executive Compensation

Clawbacks and Incentive-Based Compensation: How to Prepare for the New NASDAQ and NYSE Requirements

Guest: Lauren Winans, CEO and Principal HR consultant of Next Level Benefits

What are the biggest challenges facing HR teams during open enrollment? What are some effective methods for driving employee engagement when selecting their 2024 benefits, and have any new must-have benefits emerged to attract talent in recent years?

With open enrollment season underway, HR teams are collectively diving into the challenge of educating and assisting their workforce with enrolling in 2024 benefits. So what better time than right now to check-in on the pulse of employee benefits and unpack some of the most-common challenges facing HR teams during the open enrollment process? Next Level Benefit’s CEO and Principal HR consultant, Lauren Winans, joins this latest episode of the HR Works Podcast and offers her expert insight and advice for HR leaders looking to navigate a successful and productive open enrollment process.

HR Works Podcast 263: It’s Showtime! Making Your Open Enrollment a Success

Today on “Just Compensation,” , , and  of Lowenstein's Employee Benefits &amp; Executive Compensation group are joined by , partner in the firm’s Tax group, to discuss Internal Revenue Code Section 457A, a complicated provision of the tax code which regulates deferred compensation from certain non-US entities. The lawyers provide a high level overview of 457A and when it applies, so that companies and individuals know its potential impact. Speakers: , Vice Chair, Employee Benefits &amp; Executive Compensation, Partner, Employee Benefits &amp; Executive Compensation , Partner, Tax, Counsel, Employee Benefits &amp; Executive Compensation

The Impact of 457A on Deferred Compensation from non-US Entities

In what has become a Talking Benefits tradition, we're recapping all the big benefits news from 2023 in this last episode of the year.

Here are links to all of the International Foundation content we mention in this episode:

2022 Employee Benefits Survey results 
https://ifebp.org/store/employee-benefits-survey/Pages/default.aspx

Workplace Mental Health Toolkit 
http://www.ifebp.org/mentalhealth

Webcast on menopause benefits 
https://www.ifebp.org/education/webcasts/Pages/webcast-ind.aspx?wcode=23T34&wname=the-next-stage-level-up-by-adding-menopause-benefits-as-a-creative-solution-to-positively-impact-your-organization

Blog post on Surrogacy Reimbursement programs 
http://blog.ifebp.org/inclusive-family-forming-benefits-surrogacy-reimbursement-programs/

Blog post on addressing mental health in the workplace 
https://blog.ifebp.org/six-steps-to-addressing-mental-health-in-the-workplace/

2023 Benefits Year In Review

Guest: Jesse Meschuk, Senior Advisor at Exequity

How have employee expectations around total rewards changed going into 2024? What non-cash benefits should hiring teams be considering to keep up in the compensation ‘arms race’ when competing for talent? And while equity incentive awards once served as a unique way to provide employees value, are they still a viable option in the current economy?

If you are been a regular listener of the HR Works Podcast, then you are certainly familiar with Jesse Meschuk (Senior Advisor with Exequity) and the great insight that he’s been providing during his 20+ year career as a member of the HR community. Certainly qualifying for “friend of the podcast” status at this point, Jesse makes his triumphant return to help us prepare for this new year in HR and shares some of the workforce trends that he sees on the horizon for 2024.

Listen as we dive into his recent HR Daily Advisor article, and Jesse offers a closer look at how the current economy is changing the viability of certain non-cash compensation strategies, such as equity incentive awards, for organizations aiming to compete in the compensation ‘arms race’.

HR Works Podcast 271: Can Equity Still Compete in the Compensation ‘Arms Race’?

Artificial Intelligence seems to be taking the world by storm, but can it be applied to employee benefits? We dive into how this new technology can help benefits professionals and when they should be cautious.

This episode is an audio read of a Word on Benefits blog post. Read the post here: https://blog.ifebp.org/three-ways-to-use-ai-in-employee-benefits/

Benefits Bonus: Three Ways to Use AI in Employee Benefits

On the latest episode of “Just Compensation,”  , and   address single-employer defined benefit plans in the context of a business transaction, and the potential liabilities inherent in maintaining the plan post-closing as well prior to the closing— especially in light of how well funded the plan is. They discuss who bears the liability for a defined benefit plan in a transaction, and what an acquirer can do to mitigate the pension liability.  Speakers:, Partner and&nbsp;Chair,&nbsp;Employee Benefits &amp; Executive Compensation, Counsel, Employee Benefits &amp; Executive Compensation, Associate, Employee Benefits &amp; Executive Compensation

Defined Benefit Plans: Mitigating Pension Liabilities in a Business Transaction

, , and  of Lowenstein Sandler's Employee Benefits and Executive Compensation Practice Group address multi-employer pension plans in the context of a business transaction, providing listeners with an overview of considerations and areas of potential liability plus tips on how to mitigate these issues. A multi-employer plan is comprised of various unrelated employers who make contributions on behalf of a unionized workforce; these contributions are based on a collective bargaining agreement, so failure to make those contributions or certain types of withdrawals can result in liability for the acquirer or the target. The lawyers advise inquiring about the funding status of the plan, considering the impact of changes in the workforce post-closing, and addressing potential withdrawal liability in the purchase agreement before closing a business transaction when a multi-employer plan is involved.  Speakers:  , Partner and&nbsp;Chair,&nbsp;Employee Benefits &amp; Executive Compensation , Counsel, Employee Benefits &amp; Executive Compensation , Associate, Employee Benefits &amp; Executive Compensation

Multiemployer Pension Plans: Mitigating Risk in the Context of a Business Transaction

We dive into the many options and why employers may want to consider offering benefits for family-forming services like IFV, egg harvesting, egg and sperm freezing, surrogacy, etc.

Family-Forming Benefits

This week, we focus on this years theme for National Employee Benefits Day, which is addressing loneliness in the workplace and what employers can do to help.

Visit www.ifebp.org/benefitsday for more information about the best day of the year!

Loneliness in the Workplace

Today on “Just Compensation,”  and  of Lowenstein’s Executive Compensation &amp; Employee Benefits Group speak with Tax partner  about the various types of equity awards that can be issued by a corporation, such as stock options, restricted stock, restricted stock units, and stock appreciation rights. They address the pros and cons of each, including how are they taxed and why a company would choose to issue one kind over another. Speakers: , Vice Chair, Employee Benefits &amp; Executive Compensation , Partner, Tax , Counsel, Employee Benefits &amp; Executive Compensation

The ABCs of Stock Options and Other Equity Awards:  Which One Works Best for You?

I had a mastermind a few weeks ago, and we had a member that has come up with this completely new marketing approach where you can give your employees an insane benefit they love and get loads of new customers at the same time...

Confused? You should be! But don't worry, Im going to walk through what sort of benefits you would give and how you go about getting your new customers from it.

Welcome to Small Business Growth School, If you're a small town business owner looking for tips, tools and strategies for growing your business, this podcast is for you. Your host is Arnan Sisson - an owner of multiple small businesses in VA and is now a business coach that specializes in working with mom & pop companies all over the US.

He was able to build up his first ever small business to multiple 6 figures of after tax profit in a town of only 338! Arnan talks about everything from marketing, sales, automation (aka having your business run 100% without you), and the mindset needed to become a successful small town business owner.

Timestamps:
(00:53) - How Masterminds Work
(05:10) - Example Of How My Friend Did It
(06:55) - The Most Common Mistake Made Doing This
(08:00) - Is This Risk Free?

To check out more of Arnan's business/marketing services you can head to his website ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here ( https://arnansisson.com/ )

Employee Benefit That Immediately Got My Friend Loads Of New Customers / Episode 117

On this episode of “Just Compensation,” , , and   &nbsp;discuss equity compensation that can be issued by partnerships, with a special focus on profits interests. Profits interests are very commonly used by partnerships due to their flexibility in structuring and advantageous tax treatment. The lawyers explain the pros and cons of such arrangements.  Speakers: , Vice Chair, Executive Compensation and Employee Benefits, Partner, Tax, Counsel, Executive Compensation and Employee Benefits

The ABCs of LLC Equity Compensation

This month the Pod Squad discusses the trends we're seeing in employer financial education benefits and how educating employees on their personal finances can better your organization.

Find all of the International Foundation resources and tools Anne and Julie discussed here: http://www.ifebp.org/retirementsecurity

Financial Education Trends

Bret Keisling is joined by Brian Taussig-Lux, retired CEO of UnTours, which holds the distinction of being the first company to become a Certified B Corp, which means a business that meets high standards of verified performance, accountability, and transparency on factors from employee benefits and charitable giving to supply chain practices and input materials.

Brian shares UnTours fascinating story, from its unique origins to its innovative business model centered on social and environmental responsibility. Founded by Hal Taussig in the 1970s, UnTours has never been employee owned, but very much shares the same vibe as successful EO businesses. Brian also describes the evolution of B Corp certification, the impact of Benefit Corporations on business practices, and the interconnectedness between employee ownership and Certified B Corps.

For the video version of this episode, along with links to the topics mentioned and related podcasts, head to our website for this episode at https://www.theesoppodcast.com/post/279-the-first-ever-certified-b-corp

Ep. 279: The First Ever Certified B Corp

On this episode of “Just Compensation,” the hosts provide an introduction into Section 409A, the complicated tax code provision that governs non-qualified deferred compensation: when does it apply, how do you comply with it, what are the exceptions, and what are the implications of noncompliance?&nbsp;  Speakers: , Vice Chair, Executive Compensation and Employee Benefits,&nbsp;Partner, Employee Benefits &amp; Executive Compensation, Associate, Executive Compensation and Employee Benefit

Deferred Compensation: A Primer on Section 409A of the Code and Why it Matters

On this episode, we discuss the recent regulatory releases out of Washington D.C. and what they mean for the health benefits industry.

Regulatory Update

HR Works provides clear, relevant, actionable information on topics that matter to human resources (HR) professionals

The ESOP Podcast invites listeners to hear insights from the best in the world of employee ownership,  from lawyers, to valuators, to CEOs, and even employee owners themselves – each bringing their own unique outlook and experience to our ongoing conversation about what makes ESOP participation so valuable to companies!

International Foundation of Employee Benefit Plans benefits pros Julie Stich, Justin Held and Anne Patterson dive into retirement, health care, hot trends, or whatever else the benefits industry throws at them.

Lowenstein Sandler's Podcasts

Insurance Recovery Podcast:
Hosts Lynda Bennett and Michael Lichtenstein discuss in plain and practical terms why Lowenstein started the podcast series "Don't Take No for an Answer." Episodes touch on key insurance concepts that policyholders should understanding, including making sure you seek knowledgeable policy counsel, have a strong broker, and don’t take no for an answer with regard to claim payout.

Are you interested in getting an insider’s look at HR? Dear Human Resources takes current HR topics and trends, looks at the research, talks to experts (both practitioners and researchers), and gives listeners a behind-the-scenes’ perspective on HR topics. Our podcasts also explore how other fields such as architecture, social justice, or science influence HR. We conclude our podcasts with one breakthrough idea, which could radically change the field of human resources. 
Listen to Dear Human Resources on iTunes, Stitcher, or wherever you get your podcasts.
 
Legal Disclaimer: This HR podcast series provides content to listeners and an opportunity for dialogue. It does not offer legal advice, and makes no representation as to the accuracy and suitability of the content for a particular purpose.

The host, Dr. Marie-Line Germain, is a professor of Human Resources and Leadership at Western Carolina University (a campus of the University of North Carolina).  https://www.linkedin.com/in/marie-line-germain/

New tracks tagged #Employee Benefits