Greta Green Gentile: Effective Plan Communication

Be More Than A Fiduciary

Greta Green Gentile is a strategic benefits, wellness, and total rewards director/sr. manager. She is a proactive HR business partner with proven success in guiding the development of best practices in benefits, wellness, compensation, HRIS, communications, compliance, performance development, employee relations, training, staffing, and payroll in a variety of industries. Greta has solid technical qualifications combined with excellent collaboration, relationship, team building, project management, communications, and leadership skills fostering strong employee performance.

In this episode, Eric and Greta discuss:

• Making full committee sessions more efficient
• Focusing on constant knowledge growth
• Using technology to educate effectively
• The critical role of communication

Key Takeaways:

• Organize preparatory discussions, adhere to compliance, shape communications, and strategize with subgroups. Thorough pre-committee discussions will help you tailor your approach to fit the organization’s unique needs. Small preparatory meetings pave the way to efficient full committee sessions.
• Constant education is key, and she advocates for benefits professionals to attend fiduciary training summits. Conduct training sessions separate from regular committee meetings to ensure that the learning process is focused and uninterrupted.
• With today’s workforce being ever so mobile, strategies for engaging employees in 401K plans and financial education are crucial. That’s why advisors must look into the use of technology and personal approaches to ensure communication is both effective and educational.
• Communication is key, make financial information accessible. Advisors must create educational materials to suit diverse audiences, this includes for example varying education levels or language proficiency.

“Our number one value is care.” - Greta Green-Gentile

Connect with Greta Green-Gentile:

LinkedIn: https://www.linkedin.com/in/gretagreengentile/

Email: [e-mail]

Connect with Eric Dyson:

Website: https://90northllc.com/

Phone: [phone]

Email: [e-mail]

LinkedIn: https://www.linkedin.com/in/401kguy/

The information contained herein is general in nature and is provided solely for educational and informational purposes.

It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice or legal advice.

The specific facts and circumstance of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.