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Sponsored by: The EBN-EBA Financial Fitness Challenge: Meet … EBN... · 2012. 7. 24. · Baseball...

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Baseball players, nurses, furniture makers and firefighters—these and a host of other workers from around the country will face off this summer in The EBN-EBA Financial Fitness Challenge. Eighteen U.S. organizations will be giving their employees the opportunity to take a five-week online financial education course developed by our partner, The Educated Investor. The aggregated results of their efforts will be published by EBN and EBA. Here are the employers chosen for the first Financial Fitness Challenge. [ ] The EBN-EBA Financial Fitness Challenge: Meet Our Team Champions Be on the lookout for coverage of The Financial Fitness Challenge throughout 2012 ebn.benefitnews.com eba.benefitnews.com City of Savannah (GA) Challenge Champion: Ruth M. Foster, EAP Coordinator “Our goal is to increase [employees’] financial health and decrease financial stress by providing … tools that will help prevent future financial pressures…” Fidelity National Financial, Inc. Challenge Champion: Eva Marie Chavis-Cumming AVP/Director, Retirement Plans “Our goal is to increase employee confidence in retirement planning and asset allocation, contribution rates and appreciation of the com- pany DC plan.” OCLC, Inc. Challenge Champion: Susan Marsico, Director, Corporate Benefits & HR Systems “We believe this program would provide additional knowledge that is being provided through our Financial Planning Series... We are contemplating blending this into our Wellness Program…” Maine State Government Challenge Champion: William McPeck Director, Employee Health and Safety “We see The Challenge as a way to increase the financial wellness of a segment of our employee population and pilot test a financial wellness program for employees.” Taylor Corporation Challenge Champion: Aaron Lerwil Human Resources Director Kimberly-Clark Corp. Challenge Champions: Mike Kerr, Benefits Consultant and Alisa Hunt, Retirement Plans Manager Also participating: Walmart Fred C. Church Insurance Dex One Challenge Champion: Nancy L. Walker, J.D. Senior Manager, Retirement Programs “Our goal is to offer our participants the education and information they need to feel confident about manag- ing their financial lives as well as their physical health.” JHP Pharmaceuticals, LLC Challenge Champion: Carolyn Kaminsky Director, Human Resources “We want to provide tools so that employees can … establish goals and plan for retirement, engage family members in the financial edu- cation process and make learning fun and interesting.” Vermont Hard Cider Company, LLC Challenge Champion: Brian Nolan Human Resources Manager “With stable personal finances, em- ployees will become more success- ful in their careers. We hope that this investment will help [employees] realize how we value them and their contributions...” St. Elizabeth Healthcare Challenge Champion: Iris Montgomery Compensation & Benefits Analyst “Our goal is to enhance employees’ basic understanding of key finan- cial matters and critical decisions [needed] to support their desired lifestyle throughout their retirement years.” Goss International Americas, Inc. Challenge Champion: Amber M. Barbere, Senior Manager, Benefits and Compensation “This program will greatly assist in the goals of our [existing] financial wellness program … to assist [employees] in understanding and preparing for financial wellbeing.” Major League Baseball Central Office Challenge Champion: Rich Hunt Director of Retirement Services “In August 2011, we implemented a comprehensive employee financial education program for our employ- ees. The Financial Fitness Challenge will be a great supplement...” Major League Baseball trademarks and copyrights are used with permission of Major League Baseball Properties, Inc. Wisconsin Department of Employee Trust Funds Challenge Champion: Shelly Schueller Deferred Compensation Director “It would seem that if Department’s staff is personally more financially, they should be able to make better decisions [for] themselves … and be able to provide better information to our customers.” Franklin International Challenge Champion: Forest Driggs, Vice President, Finance and Development “We are willing to invest our time and resources because we believe poor financial health can be just as much a drag on employee productiv- ity as poor physical health.” River City Bank Challenge Champion: Victoria Dolan SVP, Human Resources Director “We believe that all Bank employ- ees, regardless of their role, should be comfortable with basic financial savings and planning principles. We expect to create some contests and have some fun along the way.” Teknion, LLC Challenge Champion: Christy Gallo Human Resources Manager “Our goal is to continue to educate our employees on the importance of saving for retirement and on how much they should be saving. We hope to increase 401(k) participation by 10%.” Tim Rocho, the CEO and Founder of Set for Life Financial says, “The lack of financial literacy is endemic in America today, so we are honored to be the inaugural sponsor of the Employee Benefit News Financial Fitness Challenge. It’s Set for Life’s mission to provide and support financial education, tools and resources that positively change behavior. We believe it is critical for our, and the next generations’ financial success that companies embrace and promote third party financial education as an integral part of their benefits offering. SFL is excited to support organizations like Walmart, Major League Baseball, Fidelity National Financial and others that are taking on the “Challenge” to better the lives of their people.” Sponsored by:
Transcript
  • Baseball players, nurses, furniture makers and firefighters—these and a host of other workers from around the country will face off this summer in The EBN-EBA Financial Fitness Challenge. Eighteen U.S. organizations will be giving their employees the opportunity to take a five-week online financial education course developed by our partner, The Educated Investor. The aggregated results of their efforts will be published by EBN and EBA. Here are the employers chosen for the first Financial Fitness Challenge.

    [ ]The EBN-EBA Financial Fitness Challenge: Meet Our Team Champions

    Be on the lookout for coverage of The Financial Fitness Challenge throughout 2012 ebn.benefitnews.com eba.benefitnews.com

    City of Savannah (GA)

    Challenge Champion: Ruth M. Foster, EAP Coordinator

    “Our goal is to increase [employees’] financial health and decrease financial stress by providing … tools that will help prevent future financial pressures…”

    Fidelity National Financial, Inc.

    Challenge Champion: Eva Marie Chavis-Cumming AVP/Director, Retirement Plans

    “Our goal is to increase employee confidence in retirement planning and asset allocation, contribution rates and appreciation of the com-pany DC plan.”

    OCLC, Inc.

    Challenge Champion: Susan Marsico, Director, Corporate Benefits & HR Systems

    “We believe this program would provide additional knowledge that is being provided through our Financial Planning Series... We are contemplating blending this into our Wellness Program…”

    Maine State Government

    Challenge Champion: William McPeck Director, Employee Health and Safety

    “We see The Challenge as a way to increase the financial wellness of a segment of our employee population and pilot test a financial wellness program for employees.”

    Taylor Corporation

    Challenge Champion: Aaron Lerwil Human Resources DirectorKimberly-Clark Corp.

    Challenge Champions: Mike Kerr, Benefits Consultant and Alisa Hunt, Retirement Plans Manager

    Also participating:

    Walmart

    Fred C. Church Insurance

    Dex One

    Challenge Champion: Nancy L. Walker, J.D. Senior Manager, Retirement Programs

    “Our goal is to offer our participants the education and information they need to feel confident about manag-ing their financial lives as well as their physical health.”

    JHP Pharmaceuticals, LLC

    Challenge Champion: Carolyn Kaminsky Director, Human Resources

    “We want to provide tools so that employees can … establish goals and plan for retirement, engage family members in the financial edu-cation process and make learning fun and interesting.”

    Vermont Hard Cider Company, LLC

    Challenge Champion: Brian Nolan Human Resources Manager

    “With stable personal finances, em-ployees will become more success-ful in their careers. We hope that this investment will help [employees] realize how we value them and their contributions...”

    St. Elizabeth Healthcare

    Challenge Champion: Iris Montgomery Compensation & Benefits Analyst

    “Our goal is to enhance employees’ basic understanding of key finan-cial matters and critical decisions [needed] to support their desired lifestyle throughout their retirement years.”

    Goss International Americas, Inc.

    Challenge Champion: Amber M. Barbere, Senior Manager, Benefits and Compensation

    “This program will greatly assist in the goals of our [existing] financial wellness program … to assist [employees] in understanding and preparing for financial wellbeing.”

    Major League BaseballCentral Office

    Challenge Champion: Rich Hunt Director of Retirement Services

    “In August 2011, we implemented a comprehensive employee financial education program for our employ-ees. The Financial Fitness Challenge will be a great supplement...”

    Major League Baseball trademarks and copyrights are used with permission of Major League Baseball Properties, Inc.

    Wisconsin Department of Employee Trust Funds

    Challenge Champion: Shelly Schueller Deferred Compensation Director

    “It would seem that if Department’s staff is personally more financially, they should be able to make better decisions [for] themselves … and be able to provide better information to our customers.”

    Franklin International

    Challenge Champion: Forest Driggs, Vice President, Finance and Development

    “We are willing to invest our time and resources because we believe poor financial health can be just as much a drag on employee productiv-ity as poor physical health.”

    River City Bank

    Challenge Champion: Victoria Dolan SVP, Human Resources Director

    “We believe that all Bank employ-ees, regardless of their role, should be comfortable with basic financial savings and planning principles. We expect to create some contests and have some fun along the way.”

    Teknion, LLC

    Challenge Champion: Christy Gallo Human Resources Manager

    “Our goal is to continue to educate our employees on the importance of saving for retirement and on how much they should be saving. We hope to increase 401(k) participation by 10%.”

    Tim Rocho, the CEO and Founder of Set for Life Financial says, “The lack of financial literacy is endemicin America today, so we are honored to be the inaugural sponsor of the Employee Benefit News Financial Fitness Challenge.

    It’s Set for Life’s mission to provide and support financial education, tools and resources that positively change behavior. We believe it is critical for our, and the next generations’ financial success that companies embrace and promote third party financial education as an integral part of their benefits offering.

    SFL is excited to support organizations like Walmart, Major League Baseball, Fidelity National Financial and others that are taking on the “Challenge” to better the lives of their people.”

    Sponsored by:


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