Where Does Your 401(k) Fit In Benefits Open Enrollment?
Episode Guest:
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Peg Knox, CPC
Chief Operating Officer, DCIIA
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Recap, highlights, and my thoughts
Its getting to be that time of year again, no not that time of year, its time to plan for benefits open enrollment. Over the last several years all the changes and activity in health plans has grabbed the headlines and the lions share of the focus of employee meetings. This year, and going forward where does the 401(k) plan fit?
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To shed some light on this I am happy to have Peg Knox who today is the Chief Operating Officer (COO) of DCIIA. But not so long ago she was the global retirement plans manager at Bechtel Global Corporation, where she worked to generate and implement new ideas for Bechtel retirement plans to enhance retirement security for its employees. She shares some great thoughts right out of the gate on 401(k) plans and open enrollment. We also delve into the hot topics of financial wellness, whether HSAs should be tied to health plans or retirement plans and much more.
Guest Bio
Peg Knox is Chief Operating Officer (COO) of DCIIA. Prior to joining DCIIA, she was the global retirement plans manager at Bechtel Global Corporation, where she worked to generate and implement new ideas for Bechtel retirement plans to enhance retirement security for its employees. Previously she had served as Bechtel’s treasurer, where she ensured efficient global treasury operations including cash management and investments, debt and credit lines, foreign exchange services and other treasury functions to support the company's business lines. Peg has an MBA from Saint Mary’s College and is based in San Francisco.
Thanks for listening!
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Sincerely Your Host,
Rick Unser
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