Employee financial wellness is a hot topic and has been a trend in the employee benefits space for years, but companies of all sizes still struggle to get it right and achieve success with their programs. Employee financial wellness should be an ongoing process that evolves with their life stages and your organization’s goals. So, if employees understand the importance of financial wellness and have access to tools and education why aren’t they taking control? This session will answer that question and will help you be better equipped to tackle foundational challenges facing organizations of all sizes. This session will help you:
· Understand the benefits to you and your employees for an effective financial wellness program.
· Understand how to get your employees to take control when/if they understand the importance of financial wellness.
· Identify ways you can empower employees of all generations to help themselves work toward financial wellness.
· Identify strategies to engage employees in ways that are both “high tech” and “high touch”.
|
Jeffrey P. Tulloch
vice president
MetLife PlanSmart®
Connect Online with this Speaker
|
Jeff Tulloch is vice president of MetLife’s PlanSmart®, Workplace Benefits, and Business Advantage organization.
In this role he is responsible for overseeing PlanSmart, MetLife’s financial education platform which provides education and assistance to meet the diverse financial needs of employees. More than 170 of the Fortune 500 companies currently rely on PlanSmart to support their financial wellness efforts.
Jeff is passionate about helping employees improve their financial wellness through education and is committed to empowering them to take action to achieve their financial goals. He speaks at various seminars on the topic and also works with MetLife leaders globally to bring financial education to international employees of companies located in countries such as India, Japan, and Mexico.
In addition to PlanSmart, Jeff oversees MetLife’s Business Advantage organization, leading a cross-channel initiative that provides coordinated resources and support to help MetLife firms succeed in the small business owner market.
Through the Workplace Benefits arm of his organization, Jeff manages a team that provides voluntary benefits to companies.
Jeff has served in a number of roles with MetLife since joining the company in 1996. Prior to his current role, he had responsibility for MetLife’s Strategic Alliance group, focused on establishing and managing distribution relationships with associations, affinity groups, and a variety of other distribution organizations.
Jeff and his wife, Karen, live in Ridgefield, CT, and have two college-aged sons. When he’s not promoting financial wellness, you can find Jeff on a ski slope, racing slalom, giant slalom, and super-G in the United States Masters division.