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MONTHLY LUNCHEON
A Peek Inside: Participant Behavior and What it Means to Maximizing Retirement

Wednesday, December 12, 2012
11:30 a.m. to 1:00 p.m.
Phoenix Country Club
7th Street and Thomas Road

Presented by Donn Hess, Managing Director at JPMorgan Retirement Plan Services

How engaged are participants in retirement? 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. We will discuss individual engagement patterns and develop participant personas to better tailor retirement messages. And what modern discussion of educational engagement can be complete without a look at social media? The session explores practical techniques to combine knowledge of participant behaviors with perspective on current media strategies to drive better outcomes.

Donn Hess

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.

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