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Lunch Meeting

  • Friday, February 15, 2013
  • 12:00 PM - 1:30 PM
  • Little America Hotel, 500 South Main Street, Salt Lake City, UT

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A Peek Inside: Participant Behavior and What it Means to Maximizing Retirement

This presentation looks back at the evolution of participant engagement within 401k plans and the impact (positive and negative) of action versus inaction on retirement outcomes.  Next it outlines three effective tools for using participants' current levels of engagement to our advantage to improve outcomes in the long term.  And by outcomes, we primarily mean expected levels of income in retirement from 401k plan savings.  This presentation will also take a peek into what the future holds for 401k education programs and improved engagement techniques.  And finally how these findings are rethinking the participant "behavior model."

Melanie Wells, Director of Participant Communication & Education, is based in Austin, Texas and has been with J.P. Morgan Retirement Plan Services since 2004.  She joined the firm as a Client Advisor and her skills include the design and administration of defined contribution (DC), nonqualified, defined benefit and Total Retirement Solutions (TRS) plans.  Melanie recently assumed responsibility for the Communication & Education team with responsibility for delivering J.P. Morgan's overall business strategy and their Audience of One value proposition to all clients across all market segments.  Previously, she was a DC consultant for 16 years with Mercer Human Resource Consulting.  Melanie has a bachelor's degree in management from the Georgia Institute of Technology.  She holds Series 7 and 63 licenses, and is a Certified Employee Benefit Specialist (CEBS).  She also completed the CEBS fellowship for Personal Financial Planning.  Melanie has 27 years of industry experience.

Please make your reservation by Wednesday, February 13.

Please feel free to reach out to WPBC with any questions.

Direct Questions To:

155 N 400 W
STE 400
Salt Lake City, UT 84103

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