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Creating Financial Wellness Programs in a Post-Pandemic World

Tue, Oct 20, 2020 · 1:00 PM · Eastern Time (US & Canada)
About This Webinar

COVID-19 has created not just one, but two global pandemics. People are dealing with the most significant public health concern of their lifetime and a related crisis of confidence that must be acknowledged and addressed.
Millions of workers of every age and career stage are worried about their financial futures. Financial stress—aggravated by COVID-19—is currently the leading cause of lost productivity, unplanned absences and low job performance among workers. Offering a comprehensive financial wellness package with the right mix of benefits can support employees’ emotional and physical health, thereby alleviating anxiety and driving productivity. How do organizations appeal to—and engage—five generations of workers? And how do you ensure that your benefit choices will be meaningful and smart, not just for now but over the long term?
We’ll look at why financial wellness programs that feature high-deductible health plans (HDHPs) with health savings accounts (HSAs) make strategic and fiscal sense in a post-pandemic landscape, including:

• Tips for building a holistic wellness package that includes a mix of high-touch features such as access to a financial adviser and low-touch offerings such as savings incentives;
• How promoting financial literacy and offering financial wellness programs can help employers realize return on investment (ROI); and
• Why HDHPs with HSAs offer valuable benefits for workers at every age and career stage, from Generation X on up.

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Executive Vice President, Chief Operating Officer & Director Healthcare Services, Institutional Banking UMB Bank
PHIL MASON joined UMB in June 2005. As executive vice president, chief operating officer of Institutional Banking and director of Healthcare Services, Mr. Mason is responsible for the Healthcare Services line of business within Institutional Banking as well as management and oversight of the division’s financial performance, daily operations, compliance teams and several other groups within Institutional Banking. Mr. Mason serves as an executive team member for the Institutional Banking line of business responsible for input on the strategic direction of the department. He focuses on executing strategic initiatives within the division as well as supporting the overall growth of the business.

During his career at UMB, Mr. Mason has assumed successively broader management roles. Prior to his current role, he served as senior vice president, executive operating officer for Institutional Banking. Additional roles include: senior vice president, director relationship management and support for Institutional Asset Management, vice president, line finance for UMB’s Finance Department and senior analyst, Mergers and Acquisitions.

Mr. Mason earned a double major bachelor’s degree in finance and economics from the University of Illinois Champaign-Urbana and a Master of Business Administration in finance and management from Rockhurst University.

In his spare time, Mr. Mason serves as a volunteer at Christ Community Church in Leawood, Kansas.
Webinar hosting presenter
Senior Contributing Editor, PLANSPONSOR
Webinar hosting presenter
Director Health Research and Education Program, EBRI
Paul Fronstin is Director of the Health Research and Education Program at the Employee Benefit Research Institute (EBRI), a private, nonprofit, nonpartisan organization committed to original public policy research and education on economic security and employee benefits. He also oversees the Center for Research on Health Benefits Innovation. He has been with EBRI since 1993.
Dr. Fronstin's research interests include trends in employment-based health benefits, private health insurance exchanges, workplace wellness programs, consumer-driven health benefits, retiree health benefits, employee benefits and taxation, and public opinion about health benefits and health care. He currently serves on the board of trustees for Emeriti Retirement Health Solutions and for the National Alliance of Healthcare Purchaser Coalitions. He also serves on the National Advisory Board for the University of Michigan Center for Value-Based Insurance Design. He is the associate editor of Benefits Quarterly and is also a TIAA-CREF Institute Fellow.
Dr. Fronstin earned his Bachelor of Science degree from SUNY Binghamton and his Ph.D. in economics from the University of Miami.
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