August 2025 Chapter Meeting - Creating a financially secure world for your employees (sponsored by Plan Sponsor Roundtable)

Creating a Financially Secure World for Your Employees

Session Description

Financial stress is a major driver of reduced employee productivity, engagement, and retention. In this session, Joe Brummel will uncover actionable strategies organizations can use to foster commercial benefits and boost employee financial resilience. You'll learn how to craft a more financially sound workplace through education, benefits, and purposeful communication.

Session Goals

1. Understand Financial Stress’s Impact
   Highlight the effects of financial insecurity on employee wellbeing and business performance.
2. Identify Core Elements of Financial Security
   Discuss the role of education, retirement programs, emergency savings, and benefits.
3. Acquire Implementation Strategies
   Share tools, platforms, and best practices to build or improve financial-wellness programs.
4. Empower Leadership
   Train managers and HR teams with effective communication and supportive resources.

Presenter Bio: Joe Brummel

Joe Brummel is the Managing Director for Strategic Retirement Partners, based in Sioux Falls, South Dakota. He brings nearly three decades of experience—beginning in 1996—in guiding employers to build successful retirement programs and advance employee financial wellbeing.

A Carleton College economics graduate, Joe holds the Accredited Investment Fiduciary (AIF®) and Certified 401(k) Professional (C(k)P®) credentials. He’s been recognized nationally for his expertise, including being named among the “Top 300 Most Influential Defined Contribution Advisors in America” and a Financial Times “401 Top Retirement Plan Advisors” honoree.

His passion for financial education extends beyond consulting: he is a Founding Lecturer at The Retirement Advisor University™ (in partnership with UCLA Anderson) and serves as Adjunct Lecturer for The Plan Sponsor University™ in Minnesota. Joe is also the founder of Plan Sponsor Roundtable, an interactive forum that educates employers on retirement-plan oversight.

In 2022, after years in the Twin Cities, Joe relocated to Sioux Falls with his family. He saw an opportunity to help local organizations elevate financial wellness through fiduciary training programs and employee education—initiatives not yet widely available in the region.

Monthly chapter meetings and HR educational presentations are free for members and $30 for non-members.

SPONSORED BY PLAN SPONSOR ROUNDTABLE

http://www.PlanSponsorRoundtable.com

Credits are pending for this session. 

SESHRM is recognized by SHRM to offer Professional Development Credits (PDC) for SHRM-CP® or SHRM-SCP® recertification activities. This program is valid for one (1) PDC toward SHRM-CP® or SHRM-SCP® recertification.	This program has been pre-approved for one (1) hour of HR General credit toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).