All Sessions | Voluntary Benefits


10:00 - 10:45 Alex AssaleyMaggie CrutchfieldMark Singer


Are Your Employees Financially Fit? Integrating financial literacy, Game-based Learning, and Holistic Wellness Into Your Benefits Program


Alex Assaley
Managing Principal, AFS 401(k) Retirement Services, LLC

Maggie Crutchfield
Benefits Manager, So Others Might Eat (SOME)

Mark Singer
President & Founder, Financial Literacy Toolbox


Session Description

This session will provide research and case studies to demonstrate the emerging trend of “financial wellness” and financial benefits in the workplace: what does this really mean, what does a top tier financial wellness program really look like, and why should employers be interested in this type of benefit as the future structure of their retirement and voluntary benefits package. Learn from the Benefits Manager of a leading charitable organization in Washington, DC and two industry experts as

they lead you through interactive exercises to help develop a customized financial wellness program, create engagement “challenges”, and measure your results – both for employees and your corporate ROI. Walk away with actionable ideas for creating or enhancing a financial wellness program that aligns your entire benefits offering.


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