Employee Financial Wellness: One Size Does Not Fit All
Companies lose more than $300 billion each year due to stressed employees, and more than 70 percent of employees consider money to be their largest single source of stress. As you evaluate your organization’s employee wellness programs, it’s critical to examine the generational differences of your workforce and implement programs that provide unique and individualized support. You will learn how to:
- Balance your employees’ diverse financial needs without making a significant investment.
- Better understand the unique financial differences and needs of every generation in today’s workforce, and the needs and challenges of each.
- Evaluate their current employee financial wellness offerings and receive guidance on where to focus or enhance an existing program.
Jeffrey P. Tulloch
Jeff Tulloch is vice president of MetLife’s PlanSmart®, Workplace Benefits, and Business Advantage organization.
In this role he is responsible for overseeing PlanSmart, MetLife’s financial education platform which provides education and assistance to meet the diverse financial needs of employees. More than 170 of the Fortune 500 companies currently rely on PlanSmart to support their financial wellness efforts.
Jeff is passionate about helping employees improve their financial wellness through education and is committed to empowering them to take action to achieve their financial goals. He speaks at various seminars on the topic and also works with MetLife leaders globally to bring financial education to international employees of companies located in countries such as India, Japan, and Mexico.
In addition to PlanSmart, Jeff oversees MetLife’s Business Advantage organization, leading a cross-channel initiative that provides coordinated resources and support to help MetLife firms succeed in the small business owner market.
Through the Workplace Benefits arm of his organization, Jeff manages a team that provides voluntary benefits to companies.
Jeff has served in a number of roles with MetLife since joining the company in 1996. Prior to his current role, he had responsibility for MetLife’s Strategic Alliance group, focused on establishing and managing distribution relationships with associations, affinity groups, and a variety of other distribution organizations.
Jeff and his wife, Karen, live in Ridgefield, CT, and have two college-aged sons. When he’s not promoting financial wellness, you can find Jeff on a ski slope, racing slalom, giant slalom, and super-G in the United States Masters division.
Jill Lukenovich, CEBS, CMS, SHRM-CP
As the Retirement Benefits Manager for Boehringer Ingelheim USA Corporation, Jill has responsibility for operations, communications and compliance for all retirement benefits for the Company’s domestic workforce. Jill joined Boehringer Ingelheim in 2006, and brings over 30 years of experience in the benefits industry. Prior to joining Boehringer Ingelheim, Jill was the Benefits Manager at Schott North America, Inc. and a supervisor at Madison Pension Services, Inc.
Over the past few years, Jill has overseen the development of a series of retirement education offerings, tools and resources for Boehringer Ingelheim’s diverse workforce.
Jill is a member of the Society for Human Resource Management (SHRM). She holds the Certified Employee Benefit Specialist (CEBS), Compensation Management Specialist (CMS), PHR and SHRM-CP designations.