As organizations merge or divest, employees are faced with potential changes in their total rewards package, and they need to understand how those changes affect their personal financial goals. When deadlines are involved, this support becomes even more critical for employee acceptance of the changes. We assist employees with:
- Reviewing the specifics of retirement plan change/choice and putting them into the context of the employee’s individual situation
- Guidance on how their equity compensation plans, such as stock options and restricted stock, will be impacted
- Guidance in determining the right health plan, in combination with flexible spending accounts or health savings accounts.
- Conducting or assisting with running “what if” scenarios