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Breakfast Forum: Participant Behavior in Qualified Retirement Plans and What it Means to Maximize It

  • Thursday, April 18, 2013
  • 7:30 AM - 9:30 AM
  • Hyatt Regency Irvine, 17900 Jamboree Road, Irvine


Registration is closed

How to Affect a Participant's Initial Deferral and Plan Investment Decisions

How engaged are participants in their retirement planning and what can be done to catch their attention?  This session looks at participant activity and some of the attitudes and psychology that drive it. Please join us for a discussion that will include:

  • identifying individual engagement patterns
  • the identification of participant personas to better tailor retirement messages, and
  • the use of social media to engage participants and drive better outcomes

About our speaker:

Donn Hess, Managing Director, is responsible for driving the future innovation, development and integration of products and services that support JPMorgan Retirement Plan Services vision and are integrated with the strategic intent of the firm.  Donn was a key contributor in the early development of Audience of One and Building the Best Plans in America strategic consulting framework -- two of the company's innovative, competitive differentiators.  Previously, he was responsible at different times for leading teams that delivered participant services including the participant web site, strategic communications, financial education and the Retirement Service Center.  Donn has nearly 20 years of experience in the retirement service and investment industries.  He comes to JPMorgan from Fidelity where he served as vice president of Communication and Education.  He holds Series 7, 24 and 63 licenses.

Doors open at 7:30 a.m. for check-in, breakfast and networking.  Our program will begin at 8:00 a.m. and this program will end at approximately 9:30 a.m.  The registration fee includes a full breakfast buffet and hosted parking in the self-parking lot at the Hyatt.

The reservation deadline for this event is Friday, April 12.

Continuing Education:
1 CPE for ASPPA certifications
1 CEC for NIPA certifications
1 CPE for CEBS

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Christine Stewart,
Chapter Administrator


(949) 407-9128


Orange County Chapter
PO Box 6111
Garden Grove, CA 92846

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