Welcome: You're Richer Than Your Salary
They hid half your paycheck in the benefits portal. Time to collect.
Disclaimer
General education only โ not financial, legal, tax, or insurance advice. See our full disclaimer.
Your deliverable
Download and run this audit โ it's the first page of your weapon packet.
Benefits Audit Checklist โ fill online (auto-saves) or PDFFull packet: Annual Benefits Playbook ยท Resource library
Corporate benefits are deliberately confusing โ that's why this course exists. Your playbook and worksheets turn HR's maze into a repeatable system you control.
Key takeaways
- Total compensation = cash salary plus benefits value (health, retirement match, PTO, perks).
- Three common mistakes: default elections, ignoring employer match eligibility, and skipping annual review.
- Use the Benefits Stack during open enrollment: Health โ Wealth โ Time โ Growth.
Your checklist
- Locate your benefits portal and bookmark it
- Find where SPDs and SBCs are stored
- Note your next open enrollment window
- Confirm you are on track to capture your employer match (if offered)
- Check current IRS retirement contribution limits at irs.gov