Financial Wellbeing: Practical Considerations and Insights for Employers

Presenters: Jay Schmitt and Leslie Olds, Strategic Benefits Advisors, Inc.

Original program date: December 16, 2020 (available for on-demand viewing through March 2021)

Program length: 60 minutes

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Interest in financial wellbeing programs hit a fever pitch after the pandemic-related events of 2020 exposed weaknesses in employees’ preparation and readiness for volatile economic circumstances. Industry research confirms that financial wellbeing has become a topic of considerable interest to employees and a top priority for many organizations.

Evaluating potential programs is challenging for employers, given the wide range of employee needs, the varied delivery models offered by hundreds of vendors, and the differing views and priorities of internal stakeholders. To complicate matters, many employers already have some components of financial wellbeing programs in place. These “existing programs” may have been implemented at different times and provided by different vendors, making them difficult for employees to find, navigate, and piece together.

Recognizing that “one size does not fit all,” Jay Schmitt and Leslie Olds from Strategic Benefits Advisors, Inc., will provide a framework of topics and questions that should be addressed in crafting a financial wellbeing strategy that fits your organization. You will learn how to use this strategy as the foundation for developing, implementing and measuring the success of a comprehensive financial wellbeing program.

About the Presenters:


Jay Schmitt
is a principal at Strategic Benefits Advisors, Inc. He has nearly 30 years of experience in benefits administration; HR technology; benefit statements; actuarial valuations; and complex implementations. Prior to joining the SBA team, he held leadership positions at SBC Systems and Northern Trust Retirement Consulting.

Leslie Olds is a senior benefits consultant at Strategic Benefits Advisors, Inc. Olds has led major retirement plan projects for Fortune 500 companies, helping her clients generate millions of dollars in cost savings. She has served clients across multiple industry segments and business models as a trusted advisor, retirement consultant, actuary, relationship manager and project manager.

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This Event Eligible for Recertification CreditRecertification Credit

SHRM Certification has approved this webcast for 1 PDC toward SHRM-CP and SHRM-SCP recertification. A program code will be provided at the end of the webcast. The program also meets recertification credit standards set by the HR Certification Institute and other HR certifying bodies, but candidates must manually enter their activity into their records.

Webcast Sponsor

This webcast is sponsored by PNC Organizational Financial Wellness

Program Sponsor



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