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Designing Better Wellness Programs: How to build a wellness program that connects with employees

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Employees say that wellness programs are important, yet when you go through the effort to implement them why is it so difficult to keep employees engaged, much less get them to participate in the first place? Turns out, programs might not be connecting well with the stage of change your employees are currently in.

So how do you design and implement a wellness program that your employees will actually use, that they might even get excited about, and that will help them create lasting behavior changes?

It is time to put a strategic plan in place to build and monitor your wellness programs, this session will show you how.

Learning objectives:

  • Learn the key components to look for when selecting and designing wellness programs.
  • Understand the five stages of change people go through when deciding to make a habit change and how the stages tie into implementation of wellness programs.
  • Identify the categories & types of wellness programs.

Date: Wednesday, October 27, 2021
Time: 10:00am PT/11:00am MT/12:00pm CT/1:00pm ET.

If you aren't able to attend the live webinar, feel free to register to get the replay. If you have any questions, please reach out to kelly.majdan@pensionmark.com

Meet the Speakers

Kelly Majdan-1

Kelly Majdan

Managing Director, Pensionmark

Kelly's primary focus is working with corporate retirement plan sponsors and coaching their employees. With over 25 years in the financial services industry, Kelly utilizes her experience to provide a holistic approach to retirement plan management, fiduciary oversight, and participant education and coaching.

  • Accredited Investment Fiduciary (AIF®)
  • Qualified Plan Financial Consultant (QPFC®)
  • Chartered Retirement Plan Specialist (CRPS®)
  • Financial Times 401 Top Retirement Plan Advisors (2015 and 2016)
  • National Association of Plan Advisors All Star Award for Top Women Advisors (2017 and 2019).
Kristen Deevy-1

Kristen Deevy

Managing Director, Pensionmark

Kristen has been in the financial service industry for over 25 years, specializing in qualified retirement plans for over 20 years. Kristen has an extensive background assisting plan sponsors with fiduciary guidance, plan design, communications, investment performance reviews, and compliance.

  • C(k)P Certified 401(k) Professional designation at The Retirement Advisor University at UCLA Anderson School of Management Executive Education.
  • National Association of Plan Advisors inaugural All Star award for Top Women Advisors (2015 - 2018) 
Shannon Main-1

Shannon Main

Managing Director, Pensionmark

Shannon works exclusively with corporate retirement plan sponsors. Shannon is a frequent speaker at industry conferences and serves on the Board of Directors of the Western Benefits & Pension Council, Orange County chapter. She has more than 23 years of experience in the retirement plan industry

  • Certified Financial Planner (CFP®)
  • Accredited Investment Fiduciary (AIF®)
  • Financial Times 401 Top Retirement Plan Advisors (2016 and 2017) 
  • National Association of Plan Advisors Captain award for Top Women Advisors (2015 - 2018)