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Episode Guest:

Brodie Wood

Senior Vice President, 

Not-for-Profit Markets

Transamerica Retirement

Additonal Helpful Information

2016 Retirement Plan Trends: Healthcare Market

American Hospital Association: Retirement Plan Trends in Healthcare 

Retirement Plan M&A in Healthcare

Industry Profile: Not-For-Profit Healthcare

Guest: Brodie Wood

 

If you are in the Not-for-Profit Healthcare sector and sponsor a retirement plan, I have some great information for you!  This is the first in a series of industry profile episodes that I will be making over the next several months. This episode features a broad and interesting conversation with Brodie Wood, Senior Vice President, Not-for-Profit Markets at Transamerica Retirement Solutions.  He shared several great pearls of wisdom for employers who sponsor a 403(b) or 401(k) plans in this sector such as:

  • Business trends in the sector that may impact retirement plans

  • Impact of physicians integrating back into hospital systems

  • Updates on employer contribution levels 

  • Strategies to encourage higher participation and contribution rates

  • Emergence of Retirement Readiness as a measure of plan success

  • How introducing Financial Wellness can improve participant outcomes

Guest Bio

Brodie Wood, is a Senior Vice President, and head of Not-for-Profit Markets at Transamerica Retirement Solutions.  In his role, Mr. Wood leads and is responsible for the company’s not-for-profit business and product development efforts. He was previously Vice President of Transamerica’s Participant Counseling Organization, a group dedicated to delivering employee education and retirement planning for plan participants. 

 

He has also served on the board of the American Hospital Association’s Institute for Diversity in Health Management since 2010. He has been involved in the retirement plan field for the past fifteen years helping participants become retirement ready. 

 

Mr. Wood earned his B.A. with a dual major in Spanish and Business from Utah State University. He has also completed his M.B.A. from Brigham Young University in 2002. He is a Six Sigma Green Belt and holds FINRA Series 26, 7, 63, and CRPC designations. 

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