Reaping the Benefits of Outsourcing

How Learning Care Group Connects Thousands of Employees to Benefits Education and Enrollment

Wednesday, May 16 2018 at 2:00 pm ET (11:00 pm PT)

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Will the webinar be recorded?

Yes!(We will send you a link to the recording after the webinar).

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Will the slides be available?

Yes!(We will send you a link to the PDF after the webinar).

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How do you ask questions?

Type your question into the “Questions” panel

Introductions

Benefits Outsourcing Overview

Learning Care Group Case Study

Q&A

Agenda

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Today’s Guest Speaker

Jamie Higdon, CEBS, CCP, SHRM-CP Director of Compensation & Benefits

Learning Care Group

About Learning Care Group

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20,000+ employees

900+ schools with capacity to serve 130,000 children

Operating in 36 states and internationally

Headquartered in Novi, Michigan

PlanSource customer since 2010

Better Technology for a Better Benefits and HR Experience

PlanSource provides flexible and intuitive benefits administration software and services

to nearly 3.5 million consumers.

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About PlanSourceBenefits administration technology is the center of our universe, and we integrate with leading HCM solutions, such as BambooHR, NetSuite and Ultimate Software.

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Flexible and Intuitive Benefits Admin SoftwareWe provide an industry-leading platform for benefits shopping, enrollment, billing, compliance and ongoing administration.

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Software + Services = Best Benefits ExperiencePlanSource offers a full suite of benefit services that ensures that you get the most out of your benefits technology investment.

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Learning Care GroupLearning Care Group outsources their benefits program to PlanSource, so they can spend less time on administration, and more time on strategic initiatives.

Introductions

Benefits Outsourcing Overview

Learning Care Group Case Study

Q&A

Agenda

Over 80% of organizations outsource at least one HR administration activity*

Rise of Benefits Outsourcing

Did you know?

The cost and complexity of modern human capital management and benefits administration have sharply

increased the demand for outsourcing services.

*Source: Employee Benefits News

Why Outsource?

Cost control and access to industry expertise are the two primary decision drivers for outsourcing benefits administration.

Outsourcing with an experienced partner in the benefits space also reduces the risk carried by your company and ensures you

maintain compliance with strict industry regulations.

Top 2 Reasons for Outsourcing Benefits Administration*

73%Industry Expertise

52%Cost Control

*Source: SHRM

Advantages of Benefits Outsourcing

Save Money

Tapping Specific Expertise

Navigate the Changing Compliance Landscape

Boost Efficiency

Reduce Liability

Upgrade Technology

Introductions

Benefits Outsourcing Overview

Learning Care Group Case Study

Q&A

Agenda

Why did Learning Care Group decide to outsource their benefits?

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Why outsource benefits?

• Our ERP system didn’t handle benefits well (events were challenging, as well as EDI)

• We were taking calls in-house and using paper forms

• With high growth and lots of acquisitions, we needed to scale our benefits program

We needed a streamlined, more efficient process.

What specific challenges does Learning Care Group face?

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Specific Challenges Workforce distributed across 900+ locations (rely on directors at each site to disseminate information)

1,000 new hires per month (50%+ employee turnover)

Majority of staff don’t have work email addresses and work computers

Workforce is 98% female and 70% are Millennials (average age of 35)

Lean HR team for a company with 20,000+ employees

What services does PlanSource provide?

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PlanSource Partnership

Benefits administration throughout the year – from processing new hires and approving life events to handling billing and data integration issues with our insurance carriers

An initial dependent eligibility audit –with ongoing dependent verification

Employee contact center with extended hours (to 11 pm ET on week days)

COBRA administration services

Custom employee communications –both print and digital

How does outsourcing benefits help Learning Care Group?

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Benefits of Outsourcing

Our HR team is more strategic; less focused on administrative work (no more paper!)

We’ve been able to enhance our communications strategy, adding more options for our employees

We’re focused on helping our employees become educated health care consumers!

How have you enhanced your employee communications?

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Employee CommunicationsPlanSource provides us with a true communications platform where our distributed employees can get the information they need however they want

Benefits website – with custom login page to enroll

Educational video library and custom video vignettes

Custom messaging within the benefits shopping and enrollment process

Call center with extended hours

Text messaging for reminders and notifications

Print and other custom materials (new hire packets)

What are some of the things you’ve learned about employee communications?

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What We’ve Learned

Simplify! We learned to simplify our OE and new hire materials.

• Previously, we had OE packets with multiple flyers and rate sheets.

• Now we do a simpler, quick enrollment guide plus an interactive, digital guide.

Provide as many options as possible – both digital and print!

• We distribute print materials to each location rather than employee homes, because address maintenance is such a challenge.

• Our employees like videos – since we can’t conveniently do traditional on-site OE meetings, we rely on the educational videos and recorded webinars.

How is the Learning Care Group HR and benefits strategy evolving in the future?

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We’ve made a lot of changes this year!

Previously grandfathered with the ACA

This year added a third PPO Plan and made significant changes

Added performance network

Enhanced telemedicine offering

What are the implications of these changes on your employees?

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It’s all about helping them become health care consumers!

Our employees need to research the plans and networks carefully

We added the ability to search the networks

We added claims examples to help employees

We put this information in multiple areas!

Tell us about the partnership with PlanSource.

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Solving Challenges Together!PlanSource is an extension of our team, and aligned with our strategy.

They’ve been willing to get creative and help us solve our unique challenges.

ExampleWe put together a focus group to improve our understanding of what our employees need from their benefits and how they want us to communicate with them.

This OE season, we’ll partner with PlanSource to roll out a company Facebook page to answer employee questions about their benefits.

Q&ADownload our FREE benefits

outsourcing guide at www.plansource.com/outsourcing

Get in touch with uswww.plansource.com/getintouch

877-735-0468

HRCI: 353579 SHRM:18-4WW14