Latest Trends in Plan Design: Integrating Zillennial Needs
On Tuesday, February 6, 2024 Retirement Plan Advisory Group (RPAG) hosted an engaging and thought-provoking webinar for fiduciaries of retirement plans.
Watch the webinar below for insight on zillenial financial stability.
As Zillennials (employees born between approximately 1997-2001) enter the workforce, understanding their unique perspectives and concerns is essential for fostering long-term financial well-being. In this webinar, RPAG explored the challenges faced by zillenials, deliberated retirement plans tailored to Zillenial preferences, discussed effective communication strategies, and shared success stories of organizations supporting this demographic. Re-watch this webinar to gain valuable insight into engaging the newest generation in retirement planning and building a financially secure future.
Presented by RPAG members Jill Barry Shea, Veronica Lee, and special guest, Ashley Passow.
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About the Presenters
Jill Barry Shae
Jill has over 30 years of experience in investment consulting, plan design, fee analysis, ERISA compliance and fiduciary best practices. Previously, Jill was a defined contribution regional practice leader at Mercer Health & Benefits. In 2006, she founded and successfully built Shea Retirement Services. Jill received a Bachelor of Arts in international relations from Scripps College in Claremont, CA. Jill was named a Financial Times 401 Top Retirement Advisors and 401kWire.com ranked her one of the “Top 40 Most Influential Advisors in Defined Contribution.” NAPA Net ranked her one of the “Top Women Advisors" of 2012, 2020, 2021, 2022 and 2023.
Veronica Lee
As a member of the Senior Management team, Veronica is an exceptional contributor to the quality of client relationships as Chief Relations Officer. Veronica joined RPAG at its inception in 2004, one of three original employees. She spent the first 10 years as Senior Vice President of Client Service. Veronica graduated from the University of California at Los Angeles (UCLA) and earned her BA in history.
Ashley Passow
Ashley is our special “Zillennial” guest, but also the Digital Marketing Specialist at RPAG. She is passionate about being financially savvy and thrives on staying ahead in her field of digital marketing. Ashley's knack for innovative digital strategies has elevated RPAG's online presence since employed with RPAG in June of 2022. Ashley graduated from University of California, Santa Barbara, and earned her BA in Communication.
About Retirement Plan Advisory Group
KerberRose is a member of Retirement Plan Advisory Group (RPAG). The consulting services we will provide to your company as a result of our membership with RPAG includes, but is not limited to, investment due diligence, RFP and Fee Benchmarking, Plan Design and Fiduciary Review and Communication services.
Retirement Plan Advisory Group is a professional alliance of accomplished advisors that demands and delivers a higher-level of strategies, systems and services for qualified and nonqualified plan sponsor clients. As one of the largest independent consulting networks in the U.S., our services – including investment analysis, plan design, fee benchmarkings and employee communications – help to enhance investment opportunities for participants, while protecting fiduciaries from liability and loss. Learn more at www.rpag.com.