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PLANSPONSOR: Plan Progress: How to Increase Employees’ Financial Wellness
A recent survey found a majority of employees say it is important for employers to offer financial wellness programs, and they are more likely to stay with an employer that does so. Another survey found employees who have participated in a wellness program are much more confident about their progress on key markers of good retirement planning than those who are not offered resources or who do not participate. Yet, that same survey found the rate of employees who are using such help is lacking.
Join PLANSPONSOR and a panel of industry experts as they discuss:
• The advantages of offering a financial wellness program to employees;
• How to structure such a program; and
• Suggestions for getting employees to participate in a financial wellness program.

00:54:00

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Speakers

Rebecca Moore
Managing Editor, PLANSPONSOR.com @PLANSPONSOR
Rebecca Moore is managing editor, digital, for PLANSPONSOR.com. She has more than 30 years of experience in the retirement industry, starting as a recordkeeper in Wachovia Bank’s (now Wells Fargo) employee benefits division in 1991. Moore also led the nonqualified plan recordkeeping team at Wachovia Bank. Prior to joining PLANSPONSOR in 2005, she was a relationship manager at third-party administrator (TPA) Amvescap (which is now a part of MassMutual). Moore has a bachelor of science (BS) degree in mathematics from Elon University and a master of arts (MA) degree in mathematics from Wake Forest University. Following completion of her MA degree, she worked for three semesters as a math instructor at Old Dominion University in Norfolk, Virginia.
Pam Hess
Vice President of Research and Membership Engagement @Defined Contribution Institutional Investment Association (DCIIA)
Pam Hess is the vice president of research and member engagement at the Defined Contribution Institutional Investment Association (DCIIA). Previously, she was with Aon Hewitt and served as their Director of Retirement Research for a number of years. In that role, Hess created and directed the retirement research efforts and was broadly quoted in the press. Earlier in her career, she worked on the investment side at Aon Hewitt and with other firms in the financial services industry, including Smith Barney. Hess received a bachelor's degree in finance from The University of Illinois, at Chicago. She earned her master's in business administration from The University of Chicago Booth School of Business, with concentrations in accounting, finance and managerial & organizational behavior. Hess is also a CFA Charterholder since 2002.
Russell DuBose
Vice President of Human Resources @PHIFER INCORPORATED
Upon graduation from the University of Alabama, Dubose began employment at the Alabama Department of Labor as an employment specialist and in 1998 he was promoted to employment service office manager in Birmingham. In 2000, he joined Phifer Incorporated as a Human Resources – Recruiter. In 2017, Russell was promoted to HR Director and charged with leading human resources for the corporation. Russell enjoys broad HR duties: developing strategic policy; serving as the human capital lead for corporate business development and acquisition; lead the SAP Human Capital Management enterprise; health care, wellness and occupational health; benefits, compensation, corporate recruiting; staffing, talent management, workforce development and corporate training; workers’ compensation and employee relations.
Kelli B. Send, CFP®, M.Ed.
Cofounder, Senior Vice President – Participant Services @Francis Investment Counsel
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 brings over thirty years of financial services experience to the team including over twenty-six 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 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. She holds a Certified Financial Planner (CFP®) designation