Financial Wellness: From Defining and Measuring Success to Strategy and Implementation

June 06, 2019
7:30 AM to 9:30 AM
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CBIZ, Elevate24 Conference Room
4722 N. 24th Street,
Phoenix, AZ 85016


Event approved for 1.0 HRCI HR (General) &

approved for 1.0 SHRM-CP/SHRM-SCP Credit


About this meeting...

Business leaders are always looking for ways to encourage their employees to increase their participation in a retirement plan, but struggle with how to quantify “success”. Having a way to offer, incentivize and measure employee participation and outcomes from a financial wellness approach is possible by building a business case for financial wellness.

The Financial Wellness program will help participants understand how to build a business case for financial wellness, hear about best practices in financial wellness programs, and measurement tools/techniques to fully evaluate program success.

Financial well-being will be defined, the current state of the market will be examined, emerging best practices will be shared, financial well-being selection and program assessment will be shared, as well as effective and actionable measurement tools.  Case studies will be reviewed as a way of spotlighting program effectiveness. 

Here are just a few of the things you will learn:

  • Understanding the business case for financial wellness
  • Understanding best practices in creating a comprehensive financial wellness program
  • Defining and measuring program success


Our Guest Speaker

Our speaker is David Stablein, F.S.A., E.A., M.A.A.A. from Willis Towers Watson.  Dave is a Senior Director, Retirement in the Irvine office of Willis Towers Watson. In his consulting role, Dave assists clients with all aspects of retirement plan management including design, financing, investments, administration and compliance. He regularly works with all plan types, including qualified and

nonqualified savings, pension and other post-employment benefit plans.


In his over 16 years of experience as a consultant, his key experience includes:

  • Serving as lead retirement consultant for many large organizations, including many with international parents or operations, responsible for leading teams of subject matter experts to deliver on all projects related to retirement plan management
  • Assisting in the development of retirement plan design and implementation, from initial development phase through ultimate presentation to senior executives
  • Helping companies establish investment and funding strategies for their retirement plans that are consistent with their business objectives
  • Consulting with clients on merger and spinoff activities, including due diligence review, pre-close planning and post-close implementation.

Dave is a Fellow of the Society of Actuaries, an Enrolled Actuary, and a member of the American Academy of Actuaries.




ATRA's Meeting Format

7:30 – 8:00 AM – Register/Network with other meeting attendees; light breakfast
8:00 – 8:10 AM – HR Hot Topics, Announcements
8:10 – 8:15 AM – Legal Update presented by Snell & Wilmer
8:15 – 9:25 AM – Speaker Introduction & Educational Presentation
9:25 – 9:30 AM – Final Remarks & Door Prize Drawing

Thank you to CBIZ for providing the Meeting Space


Snell & Wilmer for providing the Legal Update



 The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program.  It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit.

 Program Approved for 1 HR(General) Credit



 Class Approved for 1 Credits




$0.00 Members

$35.00 Guests


06 2019 Financial Wellness Presentation