10/12/17 - Financial Wellness Taskforce


Thursday, October 12, 2017 (2pm - 3pm US/Eastern)
My Meetings

This is a member-only call.

Leading employers are quickly tackling a more broadly encompassing definition of “Well-being” to include financial, career and social aspects not initially contemplated in prior “Wellness” efforts.

Join ERIC and experts from Fidelity Investments who will share their groundbreaking research and review an innovative new model that will help begin to analyze and understand employee wellness and well-being. Insights will range from generational and gender differences to the impact that various life events have on health, finances, job, and life. Due to popular demand, we will present this webinar a second time. Note, this webinar will be on the same topic as the webinar held on Wednesday, June 28th.

Following the presentation, ERIC staff will seek input from those on the call on topics that should be covered during future webinars.

Meghan Murphy, Director of Thought Leadership, Fidelity Investments

Meghan is a Director with Fidelity’s Workplace Solutions Thought Leadership team. For the past 17 years she’s been focused on various retirement and financial well-being leadership positions across the organization. From her research she has created a specific, educated point-of-view on financial well-being and retirement savings trends, which has been used by employers, their employees, advisors, policy makers, and the media. She is also a media representative, helping to bring data based stories to life for the general public.

Robert Kennedy, Senior Vice President, Fidelity Benefits Consulting

Robert Kennedy is the Health & Welfare Practice Leader for Fidelity Benefits Consulting. Robert joined Fidelity in January 2013 and is responsible for setting the strategic direction of the Health & Welfare Practice. He also is responsible for leading client relationships focused on health & welfare consulting services. He works with organizations on the strategic design of their health & welfare programs. Robert has experience working with organizations on a wide range of business issues, including program assessment and benchmarking, plan design and pricing, vendor selection and negotiation, employee engagement and productivity, and retiree health care design and implementation. Robert has close to 30 years of experience in the employee benefits field.

Prior to joining Fidelity, Robert spent 19 years at Aon Hewitt where he held a variety of leadership positions. At the time he left, he was the practice leader for the New England Health & Benefits practice for Aon Hewitt.

Robert received his Bachelor of Arts in Applied Mathematics from Brown University.
Robert is based out of our Boston, MA office.

Related Files:
ERIC_FWT_Oct_2017_.pdf