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!!Please note that this program is going on as scheduled- no snow
cancellation!!
Retirement Education:
Are You Helping Your
Employees Prepare for the Retirement They Expect?
Earn 2.5 HRCI Credits
Wednesday, February 3, 2010
Registration & Continental Breakfast 8:30 am - 9:00 am
Program 9:00 am - 12:00 pm
Location
Post & Schell
1600 JFK Boulevard
4 Penn Center
Philadelphia, PA
Speakers
Noreen McElroy, Senior Associate, Mercer
Stephen Tulli, Assistant Vice President, Global Wealth Management,
Merrill Lynch
Moderator
Gerald
Mack, Supervisor, Retirement Benefits, Comcast
Program Coordinators
Gerald
Mack, Supervisor, Retirement Benefits, Comcast
Mark Dungan, Principal,
Towers Watson
Program Details:
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With the past year's market fluctuations, the importance of your
employees understanding their retirement
benefits -- and how
much they'll really need to retire -- may have never been greater.
Are your Baby Boomers Retirement Ready? Do your Gen Y's understand their
plan options and asset allocation? Is your company doing everything is
can to help all your employees makes the best decisions for their
retirement plans?
The first part of this program will help you understand all the moving
parts that go into creating a "modern" retirement plan: understanding plan
options, asset classes and risk assessments. We'll also discuss the shift
away from retiree medical benefits and pension plans, and the place of
Social Security/Medicare in retirement planning. Once the building blocks
are set, we'll move into understanding how retirement planning is viewed
by different generations, and how you can best communicate with 4
generations in the work place. We'll give specific project examples of how
other companies have communicated their retirement plan options, and
discuss how and why their communications methods were chosen.
We'll also look at how you can take your employee education a step
further, and the impact personalized communication can have on helping
employees understand their retirement savings.
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Speaker Bios:
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Stephen Tulli,
Assistant Vice President, Global Wealth Management, Merrill Lynch
Stephen A. Tulli is a Wealth Management Advisor and has served
in this capacity for thirteen years. He joined Merrill Lynch in 2005,
coming from Morgan Stanley.
Stephen focuses on investment consulting services and retirement plans for
small to mid-size corporate and non-profit clients, endowments and
foundations. Stephen also handles wealth management and retirement
planning services for a select group of private clients.
Stephen frequently lectures to non-profits and the business community on
asset allocation, portfolio management and Socially Responsible Investing.
For non-profit clients, Stephen works with the Merrill Lynch Center for
Philanthropy and Non-Profit Management to improve clients' philanthropic
and donor-based strategies.
Stephen collaborates with clients' CPA's and attorneys to develop and
implement strategies and hosts an ongoing series of Continuing Education
meetings for CPA's and attorneys. He is currently a member of the Chester
County Estate Planning Council.
Stephen served as Chairman of the Board of the Malvern Retreat House for
six years and was Chairman of Malvern's Development Council for two years.
In 2006, he was awarded the William M. Lennox Award at Malvern, the
highest honor bestowed to a Catholic lay-person. He currently serves on
the Board of Governors of the West Catholic Alumni Association and is a
Trustee of the William H. McGarvey Scholarship Fund.
Stephen received a B.S. in Business Administration in 1988 and an MBA in
1993 from Villanova University and lives in Collegeville, PA with his wife
and two children.
Noreen McElroy,
Senior Associate, Mercer
Noreen McElroy is a senior
communication consultant in Mercer's Philadelphia office. She assists
clients in developing and implementing communication strategies to support
their human resource initiatives, including
health care consumerism, retirement choice,
retirement change, on-boarding, compensation, performance management,
M&A, branding, and more.
Noreen has 15
years of experience in employee benefits consulting. Prior to helping
clients with their communication needs, she provided retirement and
actuarial consulting. Noreen received a B.S. in mathematics from the
Pennsylvania State University and an M.A. in English Literature from
Rosemont College. |
Fees:
$60
PEBA, ABC and NAAAHR Members
$95 Non-Members
$30 for Members in Transition
Those wishing 2.5 HRCI (PHR, SPHR and GPHR) credits, add $5.00.
Payment must be received prior to admission.
Cancellations:
Cancellations must be received 3 business days before
the program to receive a refund or avoid charges. No-Show's
will be billed.
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