Benefits & Trends

Checklist

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 This checklist is designed to help you determine what perks and benefits you may want to offer your
employees. According to SCORE, four out of five employees prefer more perks or benefits to a pay raise*,
which is helpful since pay raises aren’t really in vogue right now.**

How to use this checklist:

1. Make notes before you dive into on areas you and your team want to impact the
company. What are your goals for this year or next? What are employees asking for?
What aligns with your values and makes the most sense?
2. Start going through the checklist with the categories that most closely match your
goals: supplemental health, home and family, financial wellness, company culture, or
wellness.
3. Check if you offer the listed perks or benefits. If you do, consider if participation is
at the level you desire. If you don’t offer a benefit or perk, consider what the impact
could be if marketed appropriately to your employee population.
4. Review the checklist and look at our recommendations for a simple plan you can
begin to execute.

Notes on our scoring:

Ease of Installation is determined by evaluating the following: the contracting process, the selection of
product and providers, involvement of payroll slots and file feeds, time needed, planning, internal buy-in,
company policies, promotion, and ongoing maintenance.
Scoring is as follows:
1 – Very Easy 2 – Comparatively Easy 3 – Average
4 – Comparatively Challenging 5 – Challenging
Anticipated Impact on Organization is scored as follows:
Low – 10% or fewer of employees would take advantage of the offering.
Medium – Between 10% and 35% of employees would take advantage of the offering.
High – 35% or more employees would take advantage of the offering.

Sources:
*https://www.prnewswire.com/news-releases/four-in-five-employees-prefer-benets-or-perks-to-a-pay-raise-300670318.html
** https://www.washingtonpost.com/business/2018/11/30/surprisingly-high-number-americans-getting-absolutely-no-raises/?utm_term=.a1ffde4ad318

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 Supplemental Health
Accident
Ease of Installation: 4
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Critical Illness
Ease of Installation: 4
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Hospital Indemnity
Ease of Installation: 4
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

(512) 615-5751 | www.beneplace.com | ©Beneplace, LLC. 2019 3

 Home and Family
Leaveshare
Ease of Installation: 4
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Rampback
Ease of Installation: 2
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Auto/Home Insurance
Ease of Installation: 2
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Pet Insurance
Ease of Installation: 1
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Laundry Services
Ease of Installation: 2–4
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

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Childcare Discounts
Ease of Installation: 1
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

On-Site Childcare
Ease of Installation: 2–4
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Financial Wellness
Financial Education
Ease of Installation: 2–4
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Employee Assistance Programs

Ease of Installation: 3
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Student Loan Programs

Ease of Installation: 1
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

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Employee Purchase Programs
Ease of Installation: 3
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Legal Insurance
Ease of Installation: 2
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Identity Theft Protection

Ease of Installation: 2
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Long-Term Care Insurance

Ease of Installation: 3
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

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Short-Term Disability
Ease of Installation: 4
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Long-Term Disability
Ease of Installation: 4
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Individual Disability
Ease of Installation: 5
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Company Culture
Company Events
Ease of Installation: 3
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Ongoing Education
Ease of Installation: 3
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

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Life/Career Coaching
Ease of Installation: 2–4
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Free Food
Ease of Installation: 2
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Wellness
Gym Membership Discounts
Ease of Installation: 1
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

On-Site Fitness Programs

Ease of Installation: 5
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

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Nutrition Counseling
Ease of Installation: 4
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

Healthy Food/Snacks
Ease of Installation: 2
Does your organization offer this? …… Yes …… No
If Yes: Is participation at your desired levels? …… Yes …… No
Anticipated Impact on Organization: …… Low …… Medium …… High

(512) 615-5751 | www.beneplace.com | ©Beneplace, LLC. 2019 9

 Recommendations

A. Identify the top 3–5 items that would rate high

in terms of impact.
B. Identify the top 3–5 items that would rate
medium or high in terms of impact AND are a 1–2
in terms of ease of installation.
C. Identify 3–4 items you want to see improved in
terms of participation.

2019 2020 2021

• Implement 2 from B. • Implement 2 from A. • Implement 2 from B.
• Talk with relevant parties on 1–2 • Implement 1 from B. • Implement 1 from C.
items from C you want to see
improved:
‚‚ Your broker/consultant
‚‚ Beneplace on anything without
an asterisk
• Plan for 2020 and 2021.

Looking for Help?

The Beneplace team provides a free 30-minute call to help you evaluate your options and put together a plan
on any program that doesn’t have an asterisk after it.

Email our director Casey Conlon at cconlon@beneplace.com, or call him at 512-615-5738. In this call, you
can anticipate a review of your goals, your employee population, and your current perks and benefits climate.
You’ll leave with a series of recommendations for your population that you can begin putting in place.

(512) 615-5751 | www.beneplace.com | ©Beneplace, LLC. 2019 10