Financial Fitness Challenge

City of Savannah (Ga.) City of Savannah (Ga.)

City government with eight bureaus, including police and fire departments

Challenge Champion: Ruth M. Foster, EAP Coordinator

“Our goal is to increase [employees’] financial health and decrease financial stress by providing … tools that will help prevent future financial pressures…”

Dex One Dex One

Marketing and advertising services for businesses in Cary, N.C.

Challenge Champion: Nancy L. Walker, J.D., Senior Manager, Retirement Programs

“Our goal is to offer our participants the education and information they need to feel confident about managing their financial lives as well as their physical health.”

Fidelity National Financial, Inc. Fidelity National Financial, Inc.

Fortune 500 company and the leading provider of title insurance and escrow and mortgage services

Challenge Champion: Eva Marie Chavis-Cumming, AVP/Director, Retirement Plans

“Our goal is to increase employee confidence in retirement planning and asset allocation, contribution rates and appreciation of the company DC plan.”

Franklin International Franklin International

One of the largest privately held manufacturers of adhesives and sealants in the U.S.

Challenge Champion: Forest Driggs, Vice President, Finance and Development

“We are willing to invest our time and resources because we believe poor financial health can be just as much a drag on employee productivity as poor physical health.”

Goss International Americas, Inc. Goss International Americas, Inc.

Global manufacturer of large printing equipment

Challenge Champion: Amber M. Barbere, Senior Manager, Benefits and Compensation

“[T]his program will greatly assist in the goals of our [existing] financial wellness program … to assist [employees] in understanding and preparing for financial wellbeing.”

JHP Pharmaceuticals, LLC JHP Pharmaceuticals, LLC

Integrated specialty health care company specializing in sterile injectable products

Challenge Champion: Carolyn Kaminsky, Director, Human Resources

“We want to provide tools so that employees can … establish goals and plan for retirement, engage family members in the financial education process and make learning fun and interesting.”

Kimberly-Clark Corporation Kimberly-Clark Corporation

Manufactures family and personal care products sold in 175 countries

Challenge Champions:
Mike Kerr, Benefits Consultant and Alisa Hunt, Retirement Plans Manager

Maine State Government Maine State Government

Largest employer in Maine

Challenge Champion: William McPeck, Director, Employee Health and Safety

“We see The Challenge as a way to increase the financial wellness of a segment of our employee population and pilot test a financial wellness program for employees.”

Major League Baseball Central Office Major League Baseball Central Office

The Central Office oversees and coordinates many of the activities and policies for MLB and its 30 clubs

Challenge Champion: Rich Hunt, Director of Retirement Services

“In August 2011, we implemented a comprehensive employee financial education program for our employees. The Financial Fitness Challenge will be a great supplement...”

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OCLC, Inc. OCLC, Inc.

Non-profit global library cooperative of 20,000+ member libraries

Challenge Champion: Susan Marsico, Director, Corporate Benefits & HR Systems

“We believe this program would provide additional knowledge that is being provided through our Financial Planning Series... We are contemplating blending this into our Wellness Program…”

River City Bank River City Bank

A premier local bank in Sacramento, Calif.

Challenge Champion: Victoria Dolan, SVP, Human Resources Director

“We believe that all Bank employees, regardless of their role, should be comfortable with basic financial savings and planning principles. We expect to create some contests and have some fun along the way.”

St. Elizabeth Healthcare St. Elizabeth Healthcare

Provides health care services to patients in Kentucky, Ohio and Indiana

Challenge Champion: Iris Montgomery, Compensation & Benefits Analyst

“Our goal is to enhance employees’ basic understanding of key financial matters and critical decisions [needed] to support their desired lifestyle throughout their retirement years.”

Taylor Corporation Taylor Corporation

Printing manufacturing organization with locations throughout the United States and Canada

Challenge Champion: Aaron Lerwil, Human Resources Director

Teknion, LLC Teknion, LLC

International manufacturer office systems and related furniture products

Challenge Champion: Christy Gallo, Human Resources Manager

“Our goal is to continue to educate our employees on the importance of saving for retirement
and on how much they should be saving. We hope to increase 401(k) participation by 10%.”

Vermont Hard Cider Company, LLC Vermont Hard Cider Company, LLC

Producer of hard cider beverages and the leader in the U.S. Hard Cider category

Challenge Champion: Brian Nolan, Human Resources Manager

“With stable personal finances, employees will become more successful in their careers. We hope that this investment will help [employees] realize how we value them and their contributions...”

Wisconsin Department of Employee Trust Funds Wisconsin Department of Employee Trust Funds

Administers pension and other fringe benefits for more than 550,000 Wisconsin Retirement System (WRS) members and 1,400 state and local government employers

Shelly Schueller, Deferred Compensation Director

“It would seem that if Department’s staff is personally more financially, they should be able to make better decisions [for] themselves … and be able to provide better information to our customers.”

Retail salespeople, biomedical engineers, furniture makers and firefighters -- these and a host of other workers from around the country will face off this summer in The EBN-EBA Financial Fitness Challenge. Eighteen U.S. organizations will be giving their employees the opportunity to take a five-week online financial education course developed by our partner, The Educated Investor. The aggregated results of their efforts will be published by EBN and EBA. Here are 16 of the employers chosen for the first Financial Fitness Challenge.

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