www.BenefitsConf.com | 1-800-727-1227
Cracking the Nut:
How to Help Alleviate Employee Financial Hardship | FS1
Rob Levy, Managing Director, Center for Financial Services Innovation
James Ocampo, Head of Workplace Solutions Strategy and BeneClick!, MassMutual Financial Group
Shell Walser, Senior Manager of Total Rewards, Consumer Technology Association
Moderator: Fran Melmed, Founder, context
Wednesday, April 19 | 11: 30 a.m. - 12: 30 p.m.
Inadequate retirement savings. Crushing student debt. Brutal medical and caregiving bills. Today’s workers
face a range of financial pressures. How should you, as an employer, respond? What responsibility does
your organization have toward employee financial hardship? What does alleviating this area of stress
offer in return? Fran Melmed will lead a robust conversation with two senior HR/benefit leaders and
one leading expert about payday advances and other lines of credit, mortgage assistance, student-loan
assistance, 401(k) loans, financial-literacy education and financial counseling, among other employer
Gain insight into the multiple financial pressures employees face and their impact on the workplace
Evaluate the pros and cons of available workplace responses
Select the best response to support your company’s business strategy and employee investment
Actionable Tips for Driving Better Retirement Outcomes | FS2
David Blanchett, Head of Retirement Research, Morningstar
Thursday, April 20 | 11: 15 a.m. - 12: 15 p.m.
When it comes to improving participant outcomes, getting employees enrolled in your retirement plan is
critical, but it’s just the first step. There are infinite ways that plan sponsors can fine-tune their plans, from
optimizing default strategies and rethinking the core menu to implementing innovative features that boost
savings. David Blanchett and a benefits leader from a major corporation will explore specific ways you
can drive better participant outcomes through plan enhancements.
Identify steps for taking your plan defaults to the next level
Evaluate different approaches for consolidating core menus
Measure the financial health within your plan
Transforming Retirement on a Global Scale | FS3
Ray Goldberg, Vice President of Global Benefits Strategy, Marsh & McLennan Companies
Thursday, April 20 | 1: 30 - 2: 30 p.m.
Achieving your organization’s benefits objectives around the world is a daunting challenge. Conditions
may differ widely from country to country — including business circumstances, local market practices,
and the legal and regulatory environment. But there are techniques that can make it easier. Ray Goldberg
will share the successful methods used by Marsh & McLennan Companies so you can apply them in your
organization to nearly any benefit (or compensation) specialty — and chart your own global path.
Balance global principles and local conditions
Prioritize changes around the world, including alignment with senior leaders’ objectives
Identify the key ingredients for a smooth rollout