PUBLISHER’S LETTER
confero
A quarterly publication by Westminster Consulting
A quarterly publication of fiduciary ideas by various
contributors within the industry.
Publisher
Westminster Consulting, LLC.
Editor-In-Chief
Gabriella Hunt
Contributing Editors
Happy 2015 Everyone!
This issue of Confero focuses more broadly on employee benefits than we have in
the past. While our firm focus has a definite tilt toward retirement benefits, our clients
and readers of Confero are at times consumed with the challenges, regulations, and
competitive pressures which arise from providing a total benefits program to their
organization.
We begin the conversation with a contribution from Michelle Capezza, Esq. from
Epstein Becker & Green who discusses the initial considerations an organization
should engage in when instituting wellness programs. Included in these deliberations
is whether these programs comply with the appropriate federal and state laws. These
types of benefits come with varying degrees of participation and interest depending
on the age and experience of the workforce.
Roland Salmi, MBA –—the newest member of the Westminster family —discusses
how non-monetary benefits can be used to attract potential employees and retain
current ones. Mr. Salmi’s discussion focuses on Recognition Programs and Career
Development along with a comprehensive table of many other monetary and nonmonetary programs.
We are very pleased to have Lauren Dixon and Karen Simms of Dixon Schwabl sit
down for our regular feature, 9 ½ Questions. Dixon Schwabl, a Rochester, NY based
advertising and public relations firm has been recognized by Forbes magazine as one
of the Top 20 Small Company Workplaces in America. Find out what make Dixon
Schwabl a fun and outstanding firm to work for on page 18.
Based on our interview with the folks at Dixon Schwabl, our final feature for this
issues of Confero centers on Top 5 Tips for Creating and Running a Successful Benefits
and Perks Program.
Best wishes on a healthy and prosperous New Year. Please enjoy this issue and we
always welcome your comments.
Thank you for your continued support.
Tom & Sean
4 | WINTER 2015
Sean Patton, AIF®
Thomas Zamiara, AIFA®
Creative Director
Gabriella Hunt
Contributors
Gabriel Potter, AIF®
Gabriella A. Hunt
Michelle Capezza
Marcia S. Wagner
Robert Goldman
Roland Salmi, MBA
Questions or Comments?
email us at [email protected]
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