The Value of an Effective Participant Education Program

LEARNING LAB | 2:00 p.m. - 3:15 p.m. ET

One size certainly does not fit all when it comes to participant education programs. From the types of services offered to the many ways participants can engage, plan sponsors are faced with many options when deciding on financial literacy programs for their participants. This session will provide an overview of the various ways in which education can be delivered in a COVID/post-COVID world, including any pros and cons. Learn about the important role education plays in comprehensive financial wellness programs.


  • Moderator: Heather Balley, Director of Participant Communications, AllianceBernstein
  • Panelist: Jeff Hutson, Chief Communication Officer, INPRS
  • Panelist: Rob Luciani, Head of Specialty Markets and Retirement Counseling, Client Relations & Business Development, Prudential
  • Panelist: Tina Wilson, Senior Vice President, Chief Product Officer, Empower Retirement

CE Credits: 1.5 CPE, 1.5 CFP, 1.25 SHRM PDCs, 1 InFRE CRC

Learning Objectives:

  1. Learn about the various ways in which retirement education can be delivered.
  2. Learn about the pros and cons of the different communication channels.
  3. Learn the role education plays in a comprehensive financial wellness program. 


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