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.
- 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.