Organizational Strategies for Health and Financial Wellness Course Outline

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This course is designed to provide the essential tools to foster a culture of holistic well-being within an organization. The impact of the pandemic and inflation has significantly impacted employee wellbeing and has exacerbated health and savings disparities. This course will delve into strategies to address the socio-economic challenges employees are facing, emphasizing the importance of tailored programs that promote physical and financial well-being for all employees.

In this two-day course, participants will walk away with actionable approaches to implementing health and financial well-being programs that enhance employee engagement and can meet the diverse needs of the workforce.

Day 1

A. Legal and Technical Rules 
1. ERISA 
2. Mental Health Parity and Addiction Equity Act (MHPAEA) 
3. Americans with Disabilities Act (ADA) 
4. Pregnant Workers Fairness Act (PWFA) 
5. Health Insurance Portability and Accountability Act (HIPAA) 
6. Secure Act 2.0 
a. Student loans 
b. Part-time workers 
c. Emergency savings 

d. Withdrawal exceptions 

 

B. Disparities That Impact Employee Well-Being 
1. Social determinants of health (and wealth) 
a. Economic stability 
b. Social and community context 
c. Neighborhood and built environment 
d. Health care access and quality 
e. Education access and quality 
2. Health and savings disparities 
a. Health disparities 
b. Savings disparities 

c. Financial well-being 

 

C. Addressing Barriers to Benefits Utilization 
1. Systems that affect participants/communities 
2. Systems approach 
3. Participant-level barriers 
a. Social determinants of health data 
b. Quantitative data 
c. Qualitative data 
d. Bias and discrimination 
4. Plan-level barriers 
a. Equitable and inclusive programs, strategies and resources 
b. Health and financial literacy 
c. Affordability 
d. Quality care 
e. Equitable and accessible provider networks 
f. Efficient access and quality 
g. Benefits integration 
5. Vendor/provider-level barriers 
6. Case study: Part 1 
7. Mental health 
a. Barriers to mental health care access 
b. Job accommodations 

c. Workplace policies 

Day 2

D. Formulating a Benefits Strategy 
1. Benefits and well-being 
2. Components to an effective DC plan 
a. Auto enrollment 
b. Emotional biases 
c. Behavioral finance 
3. Components to an effective financial well-being program 
a. Financial education 
b. Technology 
c. Integrated and holistic delivery 

d. Financial stress by generation 

 

E. Approaches to Increase Benefits Engagement 
1. Benefit plan communications 
a. Engagement 
b. Accessibility 
c. Communicate to build trust 

d. Reinforce messaging 

 

F. Case Study: Part 2

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