Basic Capital: Same Pie, Different Conversations: Why Benefits and the 401(k) Belong Together
Your health plan gets reviewed every year. Your 401(k) probably doesn’t.
Both come out of the same total rewards budget. Both exist to attract and keep good people. But they’re bought from different vendors, renewed on different schedules, and owned by different people. Nobody sees the whole picture.
Tim Frazier of Basic Capital sits down with Ian Shanks of Watkins Insurance, who has worked on both sides: 401(k)s at Fisher Investments, now health insurance. They’ll talk about why these conversations got split apart and what it costs when they stay that way.
You’ll walk away knowing:
Why the 401(k) gets ignored while health plans get scrutinized
What employers miss when they only optimize one side
How to review benefits and retirement together, starting this open enrollment
How to show employees the full value of what you offer
Who it’s for: HR, People, Finance, and Total Rewards leaders at growing companies.
Speakers
Ian Shanks, Watkins Insurance. Ian advises employers on health benefits from Austin, TX. Before Watkins, he worked in the 401(k) space at Fisher Investments, giving him a rare view of both sides of total rewards.
Tim Frazier, Basic Capital. Tim is Head of Community and Relationship Development at Basic Capital, a 401(k) platform for growing companies. He spent his career in benefits and PEO at Sequoia and TriNet before moving into retirement.
Bring your questions. We’ll save time at the end.