Event Details

Financial Wellness
by: Jean Duffy, Cap Trust Advisors

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Medical expenses, credit card debt, the cost of education, and saving for retirement top the list of financial challenges for American workers today. A recent SHRM study on financial wellness in the workplace revealed that seven out of 10 HR professionals indicated that personal financial challenges have a meaningful impact on overall employee performance. This stress can lead to employee absenteeism, lost productivity, and health issues.

Despite their popularity, many plan sponsors express concerns about a number of obstacles to offering a wellness program, such as lack of time, resources, and budget.

CAPTRUST’s Jean Duffy will discuss employee financial wellness, covering the basics, such as:

1. What exactly is financial wellness?

2. What are the pillars of an effective financial wellness program?

3. How can employee financial wellness be measured?

About Jean Duffy

Jean joined CAPTRUST in 2010 as a senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, she served as an account executive at Holmes Murphy & Associates and has worked in the industry since 1988. Jean has had the great honor of serving on the advisory councils of some of the industry’s leading retirement providers, and she was also the first person to receive the Accredited Investment Fiduciary Analyst (AIFA®) designation in the state of Iowa. Jean also holds the Accredited Retirement Plan Consultant (ARPC) designation. She is a member of the American Society of Pension Professionals and a regular contributor to industry publications, as well as a frequent speaker at industry conferences. A graduate of Iowa State University, Jean has most recently been recognized as a 2018 Financial Times 401 Top Retirement Plan Advisor, a 2018 NAPA Top Women Advisor All-Star, and a member of a 2018 NAPA Top DC Retirement Advisor Team.