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SECURE 2.0 Webinar Series: SECURE 2.0 and Financial Wellness Benefits
SECURE 2.0—which expands on the Setting Every Community Up for Retirement Enhancement Act of 2019—has gotten attention for its retirement plan incentives and mandates. But the legislation was also designed to attack some of the biggest financial stresses for everyday Americans, such as by allowing for matching contributions toward student loan debt and encouraging emergency saving. These are just two new benefits in the law that employers may use to help boost employees’ overall financial wellness and facilitate saving for retirement.
Join PLANSPONSOR, PLANADVISER and a panel of industry experts as they review:
• SECURE 2.0 provisions related to employee financial wellness;
• Ways plan sponsors can implement new benefits, and how advisers can help them; and
• How to determine the best benefits for a plan sponsor’s unique employee group.

Speakers:
Kelli Send, Senior Vice President-Participant Services, Francis Investment Council
Craig Copeland, Director of Wealth Benefits Research at the Employee Benefit Research Institute

01:02:00

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Speakers

Kelli Send
Senior Vice President-Participant Services at Francis Investment Council
Kelli leads the Firm’s MoneyAdvice@Work ® Team, a company sponsored financial wellness benefit that connects employees with down to earth financial advisors who educate, advise, and coach on any money matter…without the sales pitch. Kelli has over 30 years’ of financial services experience with the Francis team. She holds a Bachelor of Arts Degree in Business Administration Marketing from Michigan State University and a Master of Education from Carroll University specializing in Adult Education . She is responsible for all aspects of financial wellness programming, including curriculum development, design of education programs, and delivery of face to face and remote education and personal money advice. She has extensive experience in training and public speaking engagements and has authored research on the impact of workplace financial education programs on 401(k) participant rates of return . Kelli holds a Certified Financial Planner (CFP ® ) designation.
Craig Copeland
Director of Wealth Benefits Research at the Employee Benefit Research Institute
Craig Copeland is Director of Wealth Benefits Research at the Employee Benefit Research Institute. He has been with EBRI since 1997. Initially, his research focused on health care, specifically Medicare reform, quality in health care, and lengths of uninsured spells. Subsequently, he was named the Director of the EBRI's Social Security Reform Evaluation Research Program. In this capacity, Dr. Copeland researched the effects under different reform proposals/options on Social Security benefits of cohorts currently in the workforce as well as those who will be in the future. In addition to his research on Social Security, Dr. Copeland researches contribution behavior in defined contribution pension plans and the adequacy of savings for retirement. Dr. Copeland completed his undergraduate work in economics at Purdue University and obtained his Ph.D. in economics from the University of Illinois at Urbana-Champaign.

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