Financially Fit Employees, Financially Fit Employer: Impacts on Your Company
With the constantly evolving economic landscape, companies of all sizes are continuously looking for strategies on how to enhance their benefit programs, retain employees and improve productivity and profits without incurring additional costs. In this LIVE Webcast, a team of thought leaders and professionals brought together by The Knowledge Group will provide the audience an in-depth analysis of the fundamentals as well as tips and strategies in improving business workforce through financial wellness. Speakers will provide insights on the most important issues and considerations in financial wellness. Speakers will also present best practices in maximizing the benefits and opportunities of financial wellness while giving highlights to the potential risks and challenges that may arise.
Key topics include:
- Financial Wellness: An Introduction
- Scope and Consideration
- How It Impact Your Organization's Framework
- Maximizing Opportunities
- Addressing Risks, Threats and Challenges
Cindy Kennedy, Vice President - Regional Sales Consultant
T. Rowe Price Investment Services, Inc.
- Financial Wellness at employer sites to support employees’ short term and long term financial health as well as help employers compact hits to their bottom line
- Landscape of programs in existence & drill down
Drew Powers, Regional Vice President
John Hancock Financial
- Annual participant base stress survey – solutions
- Financial wellness program
Dana Hammonds Shuler, Senior Director, Player Affairs
NFL Players Association
- NFLPA's goal for designing a wellness program for players
- Brief summary of program
- How the NFLPA has measured the success of the Program
- Incentives the NFLPA used to engage players and maximize usage of resources
Rocke D. Blair, Managing Partner
Fiduciary Analytics, LLC
- Employers are implementing Wellness programs without any means to measure their effectiveness.
- Initially, a baseline should be taken as a reference point from which future measurements should be compared for an ROI.
- Without quantifiable outcomes, the program will eventually be eliminated from the budget.
Who Should Attend:
- Human Resource Personnel
- Employment and Labor Lawyers
- Top Level Management
- Executives and Directors
- HR Executives
- Employee Benefits Lawyers and Professionals
- Finance Professionals
Cindy’s strong communication skills, along with her deep financial experience, have helped her provide value to her clients as a DCIO Regional Sales Consultant in the U.S. Intermediaries-Retirement Group at T. Rowe Price, where she covers the Great Lakes region.
Cindy’s mission is to help a diverse group of financial professionals elevate their businesses to higher levels. She is focused on helping advisors, brokers, and record keepers add value to their clients’ investment strategies, as well as remain informed about trends in the retirement marketplace.
Cindy’s strong communication skills, along with her deep financial experience, have helped her provide value to her clients as a …
Drew joined John Hancock in October 2012 VP Director of Mid-Market Sales, Retirement Plan Services. In this role, Drew is responsible for leadership of new business development for the states of IN, MI, OH, KY, VA.
Prior to John Hancock, Drew has held leadership roles in major financial institutions such as Lincoln Financial Group, UNIFI Companies, Scudder Kemper Investments and ING. At these organizations he lead strategic growth plans, ran retirement plan business units, held regional sales & national sales management positions.
Drew joined John Hancock in October 2012 VP Director of Mid-Market Sales, Retirement Plan Services. In this role, Drew is …
Dana Hammonds Shuler, Senior Director of Player Affairs and Development with the NFL Players Association, is responsible for the strategic design and development of programs and resources that aid players in experiencing successful and seamless transitions into and throughout their NFL careers. These programs include registration of financial advisors, financial education, professional development, career counseling and wellness initiatives.
A twenty-nine year veteran of the NFLPA, Dana has served in numerous roles including Director of Financial Programs where she had direct oversight of the Financial Advisor Registration Program and legal manager where she was responsible for the administration of a $110 million settlement fund for over 2000 recipients. It was during her tenure as a legal manager that she developed a passion for helping players preserve the wealth they achieved during their playing careers.
Under Dana’s leadership, the NFLPA has been the recipient of many awards for its financial education initiatives including the Pension and Investment’s Eddy Award, Benefits Leadership in Retirement Award and the PSCA Signature Award for financial wellness. In addition, Dana assisted in the development of the NFLPA Registered Player Financial Advisors Program, which is the first of its kind in professional sports. Her passion is serving players and ensuring they maximize the opportunities and wealth they achieve during their playing careers to sustain a life of financial independence.
Dana Hammonds Shuler, Senior Director of Player Affairs and Development with the NFL Players Association, is responsible for the strategic …
Rocke Blair serves as a Senior Consultant & Managing Partner for Fiduciary Analytics, LLC for institutional clients using data, analytics & insights to create financially healthy employers. Rocke has over 30 years’ business development experience in the employee benefits industry and has worked closely with numerous sized employers on their benefit and retirement needs. Rocke spent 20 years with the institutional team at a major financial services firm, and more recently a Practice Leader for two boutique retirement consulting firms. He assists prospective clients in their Investment and Retirement Committees duties toward meaningful & quantifiable outcomes.
Rocke has worked with clients with complex retirement plan structures including defined contribution plan (profit sharing, 401(k), 403(b), & 457) and defined benefit plans. Rocke carries the Certified Employee Benefits Specialist® (CEBS) designation from the International Foundation of Employee Benefits and the Wharton School; an MBA from Capital University in Columbus, OH; a B.A. in Chemistry and a degree in Business from Indiana University. He earned the Certified Behavioral Finance AnalystTM (CBFA) designation from the Allianz Global Behavioral Finance Institute and has presented on this topic in several forums regarding the impact employers realize by adopting such protocols. The forums include the 2016 International Foundation of Certified Employee Benefit Specialist® symposium in Baltimore, MD, The HR Collaborative in Greater Cincinnati, the MI & OH CUPA Conferences and additional venues. Rocke serves on several boards including the Greater Cincinnati/Dayton ISCEBS Chapter, recordkeeping providers and investment management firms.
Rocke Blair serves as a Senior Consultant & Managing Partner for Fiduciary Analytics, LLC for institutional clients using data, analytics …
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About T. Rowe Price
T. Rowe Price is an asset management firm focused on delivering global investment management excellence that investors can rely on—now and over the long term. Since 1937, the firm has had one purpose: to help their clients invest confidently to create secure financial futures. Backed by the strength of experienced leadership and the stability of a rock-solid balance sheet, their talented associates around the world provide strategies, insights, and services that put the needs of their clients first.
About John Hancock Retirement Services
John Hancock Retirement Services is a leader in the retirement plan services marketplace. Servicing more than 57,000 plan sponsor relationships and helping more than 6.3 million participants achieve retirement readiness. Making it one of the largest full-service providers of 401(k) plans globally.
About NFL Players Association
The National Football League Players Association is the union for professional football players in the National Football League. Established in 1956, the NFLPA has a long history of assuring proper recognition and representation of players’ interests. The NFLPA has shown that it will do whatever is necessary to assure that the rights of players are protected—including ceasing to be a union, if necessary, as it did in 1989. In 1993, the NFLPA again was officially recognized as the union representing the players, and negotiated a landmark Collective Bargaining Agreement with the NFL. The current CBA will govern the sport through 2020.
About Fiduciary Analytics, LLC
Fiduciary Analytics, LLC helps organizations optimize their benefit plans for human capital efficiency & effectiveness via "smart" plan design. Optimized benefit programs impact corporate strategy by producing a positive ROI. Results come from awakening a "sleepy" asset & maximizing it's value by aligning employee benefit programs with corporate strategy to solve business problems. Studies show, "Financially Healthy Employees = Financially Healthy Employers." By retiring employees "on time, on their terms" the effects of aging workforce demographics are mitigated reducing the cost of wages & benefits. Organizations who manage the cost of its workforce are better positioned to reduce debt, improve earnings per share, and be known as an "employer of choice" and raising customer satisfaction scores. The role of Fiduciary Analytics, LLC is oftentimes referred to as an “Out-sourced Chief Retirement Officer” partner or “OCRO.”