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Equity Compensation

What Issues Should I Consider With My Employer-Provided Benefits?

Overview

Employer benefits packages often include more than people realize, and more than people actually use. An employer match left uncaptured, or a disability policy never reviewed, can represent real money left on the table.

Because benefits elections typically only change once a year, during open enrollment, they're worth a deliberate annual review rather than defaulting to whatever was selected the year before.

What this checklist covers

  1. 1Retirement plans
  2. 2Life insurance
  3. 3Disability insurance
  4. 4Other benefits

Common questions

Preview of the What Issues Should I Consider With My Employer-Provided Benefits? checklist

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Timing, taxes, and concentration risk in a single printable page.

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Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.