401(k) Fridays Podcast
About This Show
The 401(k) Fridays podcast offers companies of all sizes free strategic, educational and actionable content to improve their retirement plans. My name is Rick Unser and I am your host. All episodes leverage my nearly two decades of experience working with employers to bring you candid interviews with industry experts, new best practices and valuable perspectives on current events.
Most Recent Episode
Making The Business Case for Financial Wellness: A Path to ROI, or Nice Try?
3 days ago
Financial Wellness, while a very hot topic, is not yet mainstream. One reason could be there has not been a clear value proposition for the employer to invest the time and/or the money to roll it out. Today, my conversation with Lynn Pettus, the National Leader for Ernst & Young’s Employee Financial Services Practice sheds some light on that topic. Our conversation begins with exploring what financial wellness is or isn’t, how employers are measuring the impact of financial stress in the workplace and what can be done to help employees. Also, Lynn talks about her biggest competition (its not who you think it is), discusses the value of speaking to peers who have embraced financial wellness and ways you can either dip your toe in the water and just offer gold stars to engaged employees or go "all in" with a fully integrated health, financial and emotional wellness strategy. Lynn references and shared some of the work Ernst & Young has done on financial wellness which we have posted on the website at www.401kfridays.com/pettus if you want to check it out. While you’re there, don't forget to subscribe to our email list so you don’t miss any valuable updates on new episodes and other valuable information! Guest Bio Lynn Pettus is a tax partner located in Charlotte, North Carolina. She serves as the National Director for the Employee Financial Services practice and relationship partner for the Southeast and Southwest areas. Her time is concentrated on serving large private and public sector employers in the strategic development of financial education and counseling programs focused on employee benefit plans. Ms. Pettus also helps coordinate Human Capital resources, firm-wide, to assist in serving area clients in the most efficient and effective manner possible. Ms. Pettus has spoken at The Conference Board’s Pensions & Retirement Conferences and has presented at The Wharton School, Boettner Center for Pensions and Retirement Research. She is co-author of articles for Benefits Quarterly, the Society for Human Resource Management and the Pension Research Council. Ms. Pettus has spoken in numerous other forums and has been quoted in the general media (e.g., New York Times, Wall Street Journal), and trade publications (e.g., Employee Benefit News, Employee Benefit Advisor, National Health & Underwriter), a