Beyond 401K Participation: What Real Financial Wellness Looks Like

2018 Annual Conference & Exposition

You will learn how to cut through the hype and identify outcome-based financial wellness that works including program components and a checklist take away.

PowerPoints/Handouts Available

In a recent SHRM study, 70% of HR professionals indicated personal financial problems impact employee performance. But most wellness offerings focus only on 401k participation. Those that provide avenues to educate and deal holistically with financial challenges provide better long-term outcomes. Whether you are for profit or non-profit, large or small, this session will show you a path to implementing real financial wellness at work. This session will help you:

Identify and overcome the root causes of lackluster 401k participation by examining holistic financial education and wellness options and how they impact employee satisfaction, performance, and engagement.
Attract and retain Millennials through holistic financial wellness that addresses student loans, including discussion of innovative employer offerings, pros and cons of student loan benefits, and how non-profits can leverage student loan repayment forgiveness as a recruiting and retention tool.
Identify outcome-based program components, examine make-vs-buy tradeoffs, and discuss a checklist that you can take back and implement immediately.

Date(s) & Time(s):

Monday, June 18, 2018 - 4:00pm to 5:15pm

Presenter:

Amy Lins

senior director, Learning & Development

Money Management International

Connect Online with this Speaker

Amy Lins is the Sr. Director, Learning and Development, at Money Management International (MMI) where she oversees financial education, employee learning, and the design/development of employee financial wellness programs. Amy holds a Bachelor’s in Curriculum and Instruction from Texas A&M University, an MBA, Finance, from Houston Baptist University, and an Organizational Development Certificate from University of Wisconsin-Milwaukee. Amy holds Kirkpatrick Bronze Certification in measurement and evaluation. Amy is active in the professional community and is the ATD-Madison Area Chapter Board of Directors Past President. She has presented at three national conferences, ATD-MAC chapter events, and for InSync Training’s BYTE Series.

SESSIONS:

Location:

E352

Amount of Credit:

1.25

Credit Type:

•SHRM PDCs

Session Type:

Concurrent Session

Competency:

HR Expertise

Consultation

Business Acumen

Intended Audience:

Senior-Level

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