It’s Time to Bring Fortune 500 Benefits to Your Business: Innovative Ideas and Key 2026 Updates

Small and mid size employers may not match every perk from larger companies (Google or Apple), but your benefits strategy can still reflect your culture. Your strategy can support retention and be clearly valued by employees. Many Long Island businesses may lack staff dedicated to benefits. Those responsible for managing benefits are juggling multiple roles with limited time for planning, oversight, or evaluating new solutions. At the same time, compliance requirements are increasing and new benefit options are emerging every year.

This session will show you how to make your existing benefits work harder before you add cost. CFOs, VPs of Finance, Controllers, Business Owners and other financial decision makers will explore ways to assess whether their plans are competitive, identify gaps that could put you at a disadvantage in recruiting or retention, and can consider when a redesign, new vendor, or new product makes sense. We will also highlight how benefits can support executive retention, succession planning, and risk management, including the fiduciary responsibilities that come with offering retirement plans. 
You will learn, and take back with you, practical ideas that can be implemented immediately or longer term strategies applicable as your company grows. In many cases, improvements come not from “more benefits,” but from smarter plan design, stronger governance, and clearer communication so employees understand and appreciate what you already provide.

Learning objectives:

• Identify core benefit offerings commonly used by Fortune 500 employers and translate ideas that can scale to smaller organizations. 
• Explain the key 401(k) and retirement plan legislative changes taking effect for 2026 and outline action steps to remain compliant. 
• Become informed, and educated on, as well as apply innovative wellness and preventive medicine strategies appropriate for small employer* The presentation, attendee interaction and Q&A will meet the 100 minutes in order to qualify for 2 CPE credits.s and integrate them into an overall benefits roadmap.
• Use existing, and develop newly added, benefits to incentivize employees and attract new hires.
   

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**This presentation, attendee interaction and Q&A will qualify for 2 CPE credits.