Interactive Education - Retirement, Health & Benefits
Taking care of your workers
Caring for your workers includes helping them care for their physical, emotional and financial well-being.
One of the greatest benefits you can provide your workers is the education to help them improve their financial wellness. When workers are confident in their personal finances, they will be able to focus on what really matters, their families, faith and
service.
What Education is available to my ministry?
The Financial Education team is here to help!
Concordia Plans educators can help your workers, either in person or virtually, through:
Group Presentations - Have an educator present general information about financial wellness and Concordia Plans benefits.
One-on-One Sessions - Workers can meet individually with an educator to review their personal finances and retirement benefits.
Financial Educators can help with:
Budgeting.
Saving for retirement.
Explaining the CRP (pension).
Explaining how the CRSP 403(b) aligns with the CRP.
Reducing debt (including student debt).
Managing risk and insurance.
Discussing general financial benefits information.
Retirement can be exciting, but a little scary. The Retirement Team assists and supports members from their first estimate of their retirement benefits to the final details of how to implement their retirement, including choosing medical coverage, information about social security and lifestyle considerations.
Equipping ministry leaders to engage co-workers in building a healthy workplace is the purpose of our Education Team. One way they help your ministry be healthy is through our Wellness Champion program.
Designed to promote healthy behaviors among co-workers in your ministry through activities, incentives and other resources, the Wellness Champion program is led by a Wellness Champion (or co-champions or committee) nominated by you.
Offering benefits to your workers is important because it shows them your ministry is invested in not only their overall health, but their future. It’s important your workers understand the benefits they have and how to get the most out of them.
Don’t let the wrong information or lack of education about benefits undermine your ministry’s investment. Workers who know the ins and outs of their benefits have a higher satisfaction around their benefits and an easier time using them. Our
Account Management Team can help your workers understand the benefits they have with Concordia Plans.
The Account Management Team offers customized group sessions for worker benefits education including in-person or virtual visits and meetings.
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Online resources at their fingertips.
If a worker needs help, the member section of the website includes a Financial Navigator that directs them to helpful financial tools. Our financial resources include everything from worksheets to videos that explain how financial planning integrates with our benefits.
Once your workers log in to the member portal, they will be able to view personalized financial and retirement planning tools that are specific to their individual benefits.