The presentation modules listed below have been developed by BYU Benefits Services to provide information about BYU benefits plans to campus personnel. Each module has been designed to be delivered in 15 –20 minutes during a department staff meeting. If more time is available, information from several modules can be strung together for a longer, more complete presentation. To schedule a presentation for a department or group, please call the Benefits Office at 422-4716.
Medical Plans Comparison
The structure, premiums and coverages for the four medical plans are reviewed.
Medical Plans Insight
Insights are provided into how the medical plans operate and how participants can use them to the best advantage.
Review of Benefits
Participants receive a copy of their current enrollment. The plans are reviewed in a format where questions can be answered.
Flexible Spending Account
The advantages and processes of a Flexible Spending Account are explained. This is a "How to Save Tax Money" session!
Current savings plans from DMBA and TIAA-CREF are reviewed and investment fund options are discussed.
This is a discussion of rules for naming beneficiaries, payment options available to beneficiaries and problems that arise if beneficiaries are not properly named for life insurance and savings plans.
Master Retirement Plan
A Master Retirement Plan estimate is provided. The retirement calculation and the payout options are explained.
Saving Plans Payout Options
The payout options available from the savings plans are explained.
A discussion about the benefits provided by Social Security.
Insurances Available in Retirement
The medical, dental and life insurances available after retirement are discussed along with information about Social Security and Medicare.
Taxes After Retirement
A review of retirement income that is taxable.
Life Insurance/Accident Insurance
What is available? How much do I need? How much does it cost?
Long-term Care Insurance
What is long-term care insurance? Do I need it?
Features of the DMBA website are demonstrated.
BYU Tuition Benefit
Tuition benefits for employees, spouses and dependents are reviewed.
Value Added Benefits
Question: What is available that is not provided in a formal benefit plan?
Answer: Glasses, contacts, Lasik eye surgery, auto insurance, homeowners insurance, long-term care insurance, etc., etc., etc..
A representative from DMBA explains the purpose and process of a personal financial analysis and introduces a forms booklet that campus personnel can complete and return to DMBA for a personal financial analysis. A DMBA Financial Planner uses the data provided to prepare a personal financial analysis and meets personally with the employee to review the analysis results. There is no charge for this service.
In addition to the presentation modules listed here, the DMBA Financial Planners are available to visit departments to present hour long workshops on financial planning. Specific presentations include:
- 1. Financial Planning
- 2. Retirement Planning
- 3. Investing
- 4. Debt
- 5. Estate Planning
- 6. Risk Management
- 7. Long-term Care
- 8. General Q&A