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Finance

How a Pension Fund Office Achieved 100% Compliance Completion Rates With Bridge LMS

A U.S.-based pension and benefit fund office came to Bridge with a need to modernize outdated compliance training, introduce more structured performance conversations, and prepare for a wave of employee retirements.

  • Industry Finance
  • Region U.S.
  • Use Cases Performance Conversations, Feedback, Compliance
100%
compliance training
completed by the due date
90%
compliance training
completed days before the due date
The Challenge

The Pension Fund Office Needed a New LMS

The fund office needed to replace outdated, manual training processes while creating a more structured approach to performance management, skills development, and succession planning. With around 40% of employees eligible for retirement, it also needed an easy-to-use way to capture institutional knowledge and prepare future employees for critical roles.

This U.S.-based workers’ pension and benefit fund office operates two funds providing member retirement and health and welfare benefits to members of its union. The fund office provides administrative support and resources to members, offering information about pensions and benefits fund operations, and promoting awareness on a range of health, wellness, retirement, and education topics. 

Outdated Compliance Training

The current HR Director arrived in their role at the fund office with several years of experience in similar roles in the corporate world. It became immediately apparent to them that the fund office lacked much of the training documentation and succession planning structure they’d come to expect from corporate life.

They characterized the organization as being stuck in the 1980s—noting that the existing HIPAA training consisted of a four-hour video (followed by a period-appropriate paper-based quiz!). The organization was also on the verge of a modernization drive across other departments—a process that the current training structures were ill-equipped to support.

A Growing Need for Succession Planning

Beyond the basic need to modernize its training and performance processes, the wider organization’s current workforce throws up further challenges. A majority of its employees are of retirement age—around 40% of the employee population are eligible for retirement. The HR Director felt that technology must be easy to use. These demographics also demand a greater focus on succession planning and knowledge transfer to cope with pending retirements.

More Structured Performance Conversations (Bridge Is Unique Because It Has Built-In Performance Management)

After hiring a former Training and Communications Manager, the fund office’s HR Director set about assessing their options for acquiring training and performance management platforms. They also identified the need for several critical systems currently missing from the fund office’s toolkit, including engagement surveys and skills assessments.

Since the union was formed via the merger of several different unions, the fund office required the right messaging, as well as the right tools to bring disparate practices together.

The Solution

The Pension Fund Chose Bridge Because It Is LMS and Performance Management in One

The deciding factor was consolidation. After evaluating five systems, the fund office chose Bridge because it could address learning, performance, and engagement needs without requiring three separate platforms.

We looked at five systems altogether. We sat down and we were discussing the advantages of each of the systems, and Bridge was clearly the winner. I didn’t want to spend thousands and thousands of dollars on three different systems for learning, performance, and engagement when one system can do everything that we really needed. 

HR Director
The Workers Pension and Benefit Fund Office

How Does the Fund Office Use Bridge for Performance Management?

After years of having little structure to their performance conversations, the fund office’s managers and employees now regularly meet for 1on1s administered by the Bridge platform’s continuous feedback solution. Uptake has been immediate among many managers, who are able to easily create agendas, schedule meetings, and document the conversations they have. The remainder are receiving assistance with integrating the platform into their management style via training delivered in Bridge itself—using Bridge to learn how to use Bridge! Meanwhile, employees are empowered to give feedback to their managers and input on the agenda of their upcoming meetings.

This structure of “conversations around the conversation” has also helped the organization combat some of the reluctance that individuals have about talking about performance in a union context. It helps to frame the dialogue in less individually critical terms and focus on the barriers that could be removed and positive actions that both parties could take.

The organization is also utilizing Bridge’s goal-setting features to keep track of targets and action items discussed in 1on1s.

How Does the Fund Office Use Bridge for Learning and Compliance Training?

Bridge LMS is the new home of all resources and courses. It’s also an essential component of the organization’s succession planning, with retirement-eligible employees contributing materials describing different aspects of their roles and responsibilities. These materials, including video interviews, will live in perpetuity in the system, helping future employees in these roles, giving them the skills they need to perform organizationally critical tasks well after the retirees have stepped away.

Our new CEO has made it very clear that every single department leader must assign 20 to 30 minutes of training every single week for every single person in their department. They’re really pushing compliance training and skills training, in part because our IT department is also going through a massive upgrade. We’re a very old company and we have a lot of old systems, and sometimes that holds our employees back.

HR Director
The Workers Pension and Benefit Fund Office
1on1s that connect learning, tasks, and goals.

How Is Bridge Supporting Succession Planning and Knowledge Transfer?

Employee goals are being used to steer suitable employees toward roles likely to be vacated due to retirement, strengthening its collective knowledge by connecting them with career growth. Bridge is also making these skills visible, so employees can see the areas where they need to develop, and find content and skilled peers who can help.

Access to skills feedback and assessments in Bridge is giving the fund office more visibility into employee development, showing them where gaps exist, and allowing them to be more strategic.

The Impact

Employees Achieving 100% Compliance By Due Dates

The fund office reports that its leadership team is very happy with the new processes and possibilities that Bridge presents. Bridge is enabling engagement measurement, and as new employee development opportunities become available via the platform, the team is seeing their engagement metrics turn around—a fact that the leadership team is understandably happy about.

100% completion rates
Compliance training completed by the due date
90% completion rates
Compliance training completed days before the due date

Before Bridge, compliance training response was a particularly slow burn—the team now reports that it’s reaching above 90% completion several days before due dates and meeting 100% compliance by its due dates.

Our most enthusiastic Bridge adopters are a multi-generational group and they’re really going all in on the platform. They see why we brought Bridge into the company because they can see how easy it is to use. Even the slower adopters, once we get them over that initial hump of, ‘this is new technology and I’m a little afraid to use it’. They always know that if they press the little question mark at the bottom of the screen, they’ll be connected to a Bridge customer service rep who’ll help them understand what to do.

Training & Communications Manager
The Workers Pension and Benefit Fund Office
Engage employees with personalized development.
Company Snapshot
  • Industry Finance
  • Region U.S.
  • Use Cases Performance Conversations, Feedback, Compliance

Can Bridge Manage Learning, Skills, and Performance in One Platform?

Yes. Bridge combines LMS, skills development, and performance management capabilities in one platform, helping HR and L&D teams connect employee learning with goals, feedback, development, and succession planning. Bridge’s skills and performance management features can help you identify your next generation of leaders, build the critical skills they need, strengthen leadership pipelines, and turn 1on1s and skills feedback into growth.

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