Meet Our Premier Partners FDI’s All-In-One Solution

Staff article
April 4, 2022

What is Human Capital Management?

Through our Premier Partners we’re providing a streamlined and integrated approach to running your business. Unlike a PEO, we don’t claim to be a jack of all trades, and we aren’t afraid to say it! Instead, we’ve partnered with the top experts in multiple business fields to provide your business a variety of services while always maintaining the highest-level of white-glove service available. You deserve an a la carte solution that offers the independence to make decisions that prioritize your business goals.

Want to hear the best part? There are no additional fees for integrating these services through Financial Designs. Just another benefit we offer for being a client!

Human Capital Management

About the Service: Technology can take your business to the next level by using automation to eliminate daily tasks that would typically take a significant amount of time and cut into overall productivity. Financial Designs: HCM Advisory, helps you select and determine the appropriate technology providers to solve your pain points and be proactive with your future needs.

Areas of Service:

  • Recruiting & Onboarding Technologies
  • Time & Labor Management
  • Payroll & Tax
  • Integrations

Why it’s important: With the right technology, you are able to achieve your goals faster and more efficiently. Your Financial Designs HCM advisor will be able to recommend the right technologies to further your business goals. Having the power to make independent decisions that fit the needs of your business, is not only important in employee benefits, but also in human capital management. Don’t settle for cookie-cutter solutions with limited options. Allow our advisor to help you find technologies that meet your exact needs and make your life easier.

The process/additional information: Our Director of Strategic Partnerships will visit your company and spend time with your team in order to better understand your current processes and the day-to-day pain points you encounter. From there, we will make recommendations on how you can streamline and automate processes by using new technology platforms. We’ll then begin to negotiate on your behalf with our preferred vendors, to ensure that you receive a favorable implementation package.

Risk Management

About the Service: Managing your Risk Management Insurance Program is an essential part of your business. A proactive approach to managing safety and claims in your workplace will help prevent accidents, lower overhead costs and future insurance costs. Financial Designs’ partners will provide assistance to employers seeking to improve their safety culture and claim costs. We will review your current safety program, open claims and conduct an inspection of your facility/workplace.

Areas of Service:

After conducting a thorough review of current practices, we will provide you with the following items in order to improve your overall risk program:

  • Dedicated Worker’s Compensation Clinic
  • Dedicated Claims Adjuster
  • Dedicated Claims Manager
  • Dedicated Worker’s Compensation Legal Counsel
  • Suggestions to improve your written safety program
  • Safety Training such as OSHA 10 hour course, Competent Person Training, Forklift Training, Tool Box Talks
  • Human Resources Consultant available for questions

Why it’s important: Having a risk management policy in place creates an improved Safety Culture and provides your employees additional resources in safety, claims, and HR. Plus, our team is there to support you and your employees every step of the way.

The process/additional information: Ready to establish a risk management policy and improve the safety environment in your business? We’re ready to get started and help you achieve your safety goals.

Retirement Services

About the Service: Offering your employees the right retirement plan is key for retention and a happy work environment. However choosing the right plan can be challenging due to constantly changing rules and regulations. Financial Designs partners with The 401(k) Lab, a financial services firm located in Miami, Florida that specializes in corporate retirement plans. Currently, The 401(k) Lab team oversees retirement plans for over 250 South Florida companies.

Why is it important to plan for retirement? Offering a qualified retirement plan is an ideal way to attract and retain highly qualified employees. There are benefits for both employers and employees in offering and contributing to a retirement plan. By offering a retirement plan to their employees, employers create a more positive work environment for their team, by showing that they care about their long-term financial goals. For employees, it’s important to contribute to a plan and capitalize off of any employee match available in order to achieve their financial and retirement goals.

The process: There are two paths that we take to determine the proper retirement plan for your team. Path #1, for companies that don’t currently have a plan, we request a census and a meeting with the potential client to complete a needs analysis (why they want a plan and how it will benefit the company.) Path #2, for companies that have an existing plan, our team will take time to closely analyze the existing plan before making recommendations on where plan improvements can be made. Then, once you’ve selected the plan that best fits your needs, The 401(k) Lab will handle the analysis, onboarding and ongoing servicing of the plan. We’ll be there to answer any questions you or your employee might have about their plan and how best to utilize it and prepare for retirement. Plus, we’ll conduct an annual review of the plan, to ensure that it is offering the most efficient investment options for your team.

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