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Communicating Compensation, Pension & Benefits

Conference held in Toronto on October 24, 25 & 26, 2000
Chairs: Anita Lieberman, Sun Life Financial; David A. Krieger, Krieger & Associates; Jeffrey Schmidt, Morneau Sobeco; and Diane McElroy, Aon Consulting Inc.

Book: over 585 pages of original material
CD-ROM:
over 10 hours of video presentations, plus book content

To purchase, please contact Federated Press.


Emerging trends

KEYNOTE PRESENTATION: Branding your organization with employees through total rewards communications
Barbara Kaufman and Barry Gros, Towers Perrin

  • Delivering the brand promise and employee behaviour
  • Aligning the brand promise and employee support
  • Branding a plan, a program and the employment experience
  • Value propositions and total rewards
  • Mobilizing employees with total rewards
  • Case studies in offering the total rewards package

Video: 75 minutes • Overheads

CASE STUDY: Educating plan members about a new plan structure and new investment choices at CCL Industries
Gord Lewis, Senior Consultant, Proteus Performance Management Inc.; Janice Davidge, and Donna Kirisits, Directors, Human Resources, CCL Industries Inc.

  • Laying the groundwork for changing to a DC plan
  • Communicating with the Board, suppliers and plan members
  • Determining the message
  • Implementation and follow-up
  • Lessons learned

Video: 41 minutes • Speakers' paper: 3624 words

Reaching the "unreachables": marketing pensions to the hard-to-reach employee
Anita Lieberman, Director, Pensions National Sales, Sun Life Financial

  • Communication challenges facing plan sponsors
  • Getting to know your audience
  • Six principles of a sound communication program
  • Barriers to effective communication
  • Creative solutions in reaching the unreachables
  • Measuring your success

Video: 33 minutes • Speaker's paper: 5344 words


Education and responsibility

CASE STUDY: Hydro-Quιbec's cost-effective flexible benefits communication strategy
Bruno Gingras, Manager, Compensation and Employee Benefits, Human Resources, Hydro-Quιbec; and Renι Beaudry, Normandin Beaudry, Consulting Actuaries Inc.

  • Drivers for implementing a flexible benefits program
  • Goals of a flexible benefits program
  • Designing a flexible benefits program
  • Getting employee input and feedback
  • Using a successful internal media mix
  • Benefit selection comparisons using the simulator

Video: 36 minutes • Speakers' paper: 3159 words

Legal developments in pension, benefits and compensation communications
Barbara J. Austin, Blake, Cassels & Graydon LLP

  • Disclosure requirements for registered pension plans
  • Fiduciary relationships and duties under the Pension Benefits Act
  • Common law fiduciary relationships and duties
  • Case law: negligent misrepresentation and liability issues
  • Communication guidelines for a DC and other benefit plans
  • Plan sponsor's use of electronic communication

Video: 35 minutes • Speaker's paper: 7732 words

CASE STUDY: Shifting compensation decision-making and communication from HR to managers
Karen Anderson, Director, Compensation, Benefits and Systems, Baxter Healthcare

  • Baxter Canada's HR objectives
  • Development of an employment relationship
  • Establishing a roadmap for change
  • Making the total compensation philosophy operational
  • Workshop design for employees and managers
  • Measuring the outcome
  • Instituting the global broad band pay plan

Video: 43 minutes • Overheads

CASE STUDY: future focus – creating an award-winning retirement planning newsletter and website
Alpha Montemayor, Compensation Specialist, NCR Canada, Ltd.; David A. Krieger, President, and Karen Black, Communications Team Leader, Krieger & Associates

  • NCR's vision in a retirement planning newsletter
  • Planning the newsletter and defining its role
  • Establishing a relationship with Krieger & Associates
  • Creative development: the editorial process
  • Getting the word out to employees
  • Results of the readership survey and lessons learned

Video: 30 minutes • Speakers' paper: 5812 words


Online communications

Maximizing technology to communicate total compensation
Diane McElroy, Senior Vice-President, Communication, Aon Consulting Inc.

  • Survey results on HR online communication
  • HR involvement in the delivery of web applications
  • Personalized self-service online tools
  • Online retirement pension modelling systems
  • Total compensation and handbook websites
  • HR intranet strategy planning process

Video: 41 minutes • Speaker's paper: 3744 words

CASE STUDY: An online approach to communicating pensions at Xerox
Deborah H. Pivnick, Director, Pension and Benefits, The Document Company - Xerox

  • Developing a theme-based promotion strategy
  • Use of online web-based tools: the HR home page and links
  • Retirement planning website: initial communications
  • Feedback and continuous improvement
  • Best practices in communicating pensions online
  • Challenges and opportunities in communicating pensions online

Video: 43 minutes • Overheads

Online flexible benefit selection: enrolment and updates
Randal Phillips, Morneau Sobeco

  • Advantages in using the online flex plan
  • Post-enrolment data applications
  • Driving paper out of the communication process
  • Tips for facilitating a successful online enrolment
  • Potential challenges to online enrolment tools

Video: 37 minutes • Speaker's paper: 2986 words

PANEL: Communicating compensation and benefits using online technology
Peter Santini, Vice-President, Human Resources and Administration, Bell ExpressVu Limited Partnership (Panel Chair); Dan McArthur, Director, Policy and Trustee Support, OPSEU Pension Trust; and Robert Tangney, Manager of Compensation, Benefits and HRIS, McMaster University

  • Stages of web-based communications of benefits
  • The future of web-based communications
  • Measurement and communication tools
  • Best practices in using online technology
  • Assigning the necessary resources
  • Privacy and cost issues

Video: 48 minutes • Speakers' papers: 4281 words • Overheads


Communicating in times of transition

Communicating compensation and benefits during M&As
Mala Greenbaum, Assistant Vice-President of Human Resources, Banca Commerciale Italiana of Canada

  • Disclosure and due diligence
  • Assessing the value index
  • Creating a brand identity
  • Implementation logistics
  • Pension and compensation issues
  • Educating employees and selling the plan

Video: 38 minutes • Overheads

Managing pension plan transitions
Kim Duxbury, Director, Pension Sales and Marketing, Clarica

  • Checklist for a retirement savings plan
  • The step-by-step communication plan
  • Case studies in pension plan transitions
  • Technology and financial statements
  • Investment choices offered to employees
  • Measuring the success of a plan transition

Video: 42 minutes • Overheads

CASE STUDY: Communicating a new compensation strategy – lessons learned
Jennifer Kraemer, Vice-President of Business Capabilities, UDV Canada Inc.

  • UDV's old compensation system and its problems
  • UDV's vision of the new compensation strategy
  • The business impact on compensation strategy
  • Compensation philosophy and communication strategy
  • Measuring success and lessons learned
  • Future focus: reordering steps to facilitate cultural change

Video: 38 minutes • Overheads

Using alternative dispute resolution and benefit committees to communicate your benefits plan
Alan W. Schreiber, President and Senior Consultant, and Marna Krete, Consultant, A.W. Schreiber Benefit Consultants Ltd.

  • Problems facing the employer
  • The alternative dispute resolution process
  • Communicating with the parties involved
  • Strategies in implementing a benefits committee
  • Case studies using alternative dispute resolution tactics

Video: 29 minutes • Speakers' paper: 5937 words

 

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