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Concurrent Session
Beyond 401K Participation: What Real Financial Wellness Looks Like
Monday 06/18/2018 04:00 PM - 05:15 PM Add to calendar
1.25 SHRM PDCs | Competencies: HR Expertise, Consultation, Business Acumen | Intended Audience: Senior-Level
Workplace Application:
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. 

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.


Amy Lins Photo
Amy Lins, Senior director, Learning & Development,
Money Management International