Skip to main content


Benefits & Compensation Round Table Meeting

March 14, 2018
11:30 AM – 1:00 PM

Cultural Disconnect: Education for Retirement Savings & Financial Wellness

There's a variety of factors why employees do not take full advantage of their employer sponsored retirement benefits and one reason being there can be a cultural disconnect based on ethnicity. Studies show the U.S. Hispanic workforce have some of the lowest retirement savings participation. It is important to understand the following key factors:

1. Multiculturalism and how it can impact employee education
2. The mindset of the Hispanic workforce
3. Acculturation levels

These factors will help provide a culturally relevant education solution to engage the Hispanic workforce in retirement benefits. Through these solutions employers will experience higher retirement participation, happier employees, less turnover, and a more cost-effective retirement plan. Learn ways to better educate your Hispanic and Spanish speaking workforce.


Learning Objectives:
  • Bettter understand what is multiculturalism and how it relates to your employees
  • Hear how to effectively culturally engage your workforce
  • Share ideas with your committee to enhance your retirement plan's participation

About the Speaker

Marco Melero, Certified 401(k) Professional
Multicultural Education Strategist/Retirement Plan Consultant
Qualified Plan Advisors

Marco has over a decade of financial service experience and currently functions as a Multicultural Education Strategist. He has extensive knowledge in working with retirement plan committees and a specialty in working with the Hispanic workforce by providing a culturally relevant education experience to plan participants. With his parents being first generation Americans, his passion stems from his humble beginnings and realizing at young age the strong need for financial education for the Hispanic population.


Payment is due with registration. No POs or requests for invoicing can be honored. Checks should be made payable and mailed (to be received no later than 5 days prior to the event) to:

5001 LBJ Fwy Ste 800
Dallas, TX 75244
214.631.4533 - Fax

IMPORTANT: Advance registrations are required. Due to limited room capacity, we cannot guarantee seating for onsite registrants. To receive cancellation credit, your written request must be received at DallasHR no later than 5 days prior to the start of the class. There will be no refund if cancellation is received within 5 days of the start of the class.

© 2011 DallasHR. All rights reserved.


HRCI HR (General) Credit Hours: 1

SHRM Professional Development Credits: 1

Please note new recertification certificate policy.*


DallasHR Office
Heritage Square II
(Argosy University Bldg.)
5001 LBJ Fwy Ste 800
Dallas, TX 75244

Click here for a map.


Members Complimentary

If you are paying by check or if you need access to your log-in information, please email or call the DallasHR office at 214.631.8775 x 235 for assistance.

If you are not yet a DallasHR member, you can create a profile that will enable you to register and pay online.

Pre-registration closes promptly at noon on Tuesday, March 13th.

On-site registration                 
No walk-ins or onsite registrations will be available.


Time Description
11:30 AM  Networking Begins
12:00 PM Presentation Begins
1:00 PM Presentation Ends


Chapter members and non-members are not allowed to bring and/or distribute collateral material other than business cards to any chapter event except paid sponsoring businesses. Violation of this policy will result in dismissal from the meeting and confiscation of materials.

Opportunities to promote products and services are available. For information, please contact

Recertification Credit Information

This program was approved for 1 HR (General) HRCI recertification credit hour toward PHR, SPHR and GPHR through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at

DallasHR is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. For more information, visit the SHRM certification website at

*Attendance is required to receive recertification credit certificates for attending this educational event.