Robert Kelley, AIF®
Senior Vice President of Financial Wellness and Consulting Marsh McLennan Agency
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Join us for an insightful session on how rising ERISA lawsuits threaten higher education institutions and how comprehensive financial wellness programs can serve as a strategic defense. Learn practical steps to empower your staff and faculty, reduce legal risks, and foster a resilient campus community.
Agenda:
1. Introduction: The rising tide of ERISA lawsuits in higher education
2. Understanding the Risks: How legal challenges impact your university’s retirement plans
3. The Role of Financial Wellness: Why education and proactive planning matter
4. Solutions & Strategies: How Prosper Wise’s programs support compliance, reduce stress, and improve retirement outcomes
5. Q&A Session: Address your specific questions and concerns
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Senior Vice President of Financial Wellness and Consulting Marsh McLennan Agency