After Hours Workshop
Healthcare Ate My 401(k) Contributions
Presented by Rocke D. Blair, Managing Director, HUB International
The economics of a healthy workplace and how workplace wellness is a “win-win” strategy, improving both employees’ health and employers bottom lines. Once quantified, prescriptive solutions can be initiated to impact key cost drivers to employer wage & benefit spend to maximize employee retirement readiness and shareholder return.
Using data, analytics and insights, segmentation of employee demographics can bright line solutions that optimize retirement readiness to the unique needs of employees based upon their age, family status, income, etc. vs. a “one size fits all” approach. Proper Investment glide-path construction is key to retirement readiness as it protects against the impact a potential “black-swan” event has on wage & benefit spend.
Schedule: Registration and Networking open at 4:30 pm; Presentation 5:00-7:00 pm.
Free for members, $45 for non-members / Guests* (See below)**
Light refreshments will be available.
*On-line registration will close by end of business 2 days prior to the event. Our ability to accommodate walk-in registrations will be based on space availability.
This program has been awarded 2 hours of General recertification credit. "MT|SHRM is recognized by SHRM to offer Professional Development Credits (PDC's) for the SHRM-CP and SHRM SCP. 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."
Please thank our sponsor for making this event possible:
Free parking is available in the parking lot directly across from Waggoner Library which is located at the intersection of Lester Avenue and Woodard Street. Quick Lecture Hall is located on the ground floor.
Biography: Rocke Blair serves as a Managing Director for Sheridan Road Advisors, a HUB International company, serving institutional clients to create financially healthy outcomes for their employees. Rocke has over 30 years’ business development experience in the employee benefits industry and has worked closely with numerous sized employers on their benefit and retirement needs.
Rocke has worked with clients with complex retirement plan structures including defined contribution plan (profit sharing, 401(k), 403(b), & 457) and defined benefit plans. He is a founding partner of the Sheridan Road Human Capital Institute which focuses on human resource & benefit performance optimization using people analytics and total rewards optimization. Rocke carries the Certified Employee Benefits Specialist® (CEBS) designation from the International Foundation of Employee Benefits and the Wharton School; an MBA from Capital University in Columbus, OH; a B.A. in Chemistry and a degree in Business from Indiana University. He earned the Certified Behavioral Finance AnalystTM (CBFA) designation from the Allianz Global Behavioral Finance Institute and has presented on this topic in several forums regarding the impact employers realize by adopting such protocols. The forums include the 2016 & 2018 International Foundation of Certified Employee Benefit Specialist® symposium, Plan Sponsor Council of America Conference (PSCA) in Scottsdale, AZ, The HR Collaborative in Greater Cincinnati, the MI & OH CUPA Conferences and additional venues. Rocke serves on several boards including the Greater Cincinnati/Dayton ISCEBS Chapter, the Worldwide Employee Benefits Network in Southwest Ohio, recordkeeping providers and investment management firms.
$45.00 Future Members/ Guests