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City of Savannah (Ga.)


City government with eight bureaus, including police and fire departments


Challenge Champion: Ruth M. Foster, EAP Coordinator


“Our goal is to increase [employees’] financial health and decrease financial stress by providing … tools that will help prevent future financial pressures…”
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Dex One


Marketing and advertising services for businesses in Cary, N.C.



Challenge Champion: Nancy L. Walker, J.D., Senior Manager, Retirement Programs



“Our goal is to offer our participants the education and information they need to feel confident about managing their financial lives as well as their physical health.”
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Fidelity National Financial, Inc.


Fortune 500 company and the leading provider of title insurance and escrow and mortgage services



Challenge Champion: Eva Marie Chavis-Cumming, AVP/Director, Retirement Plans



“Our goal is to increase employee confidence in retirement planning and asset allocation, contribution rates and appreciation of the company DC plan.”
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Franklin International


One of the largest privately held manufacturers of adhesives and sealants in the U.S.



Challenge Champion: Forest Driggs, Vice President, Finance and Development



“We are willing to invest our time and resources because we believe poor financial health can be just as much a drag on employee productivity as poor physical health.”
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Goss International Americas, Inc.


Global manufacturer of large printing equipment



Challenge Champion: Amber M. Barbere, Senior Manager, Benefits and Compensation



“[T]his program will greatly assist in the goals of our [existing] financial wellness program … to assist [employees] in understanding and preparing for financial wellbeing.”
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JHP Pharmaceuticals, LLC


Integrated specialty health care company specializing in sterile injectable products



Challenge Champion: Carolyn Kaminsky, Director, Human Resources



“We want to provide tools so that employees can … establish goals and plan for retirement, engage family members in the financial education process and make learning fun and interesting.”
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Kimberly-Clark Corporation


Manufactures family and personal care products sold in 175 countries



Challenge Champions:
Mike Kerr, Benefits Consultant and Alisa Hunt, Retirement Plans Manager
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Maine State Government


Largest employer in Maine



Challenge Champion: William McPeck, Director, Employee Health and Safety



“We see The Challenge as a way to increase the financial wellness of a segment of our employee population and pilot test a financial wellness program for employees.”
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Major League Baseball Central Office


The Central Office oversees and coordinates many of the activities and policies for MLB and its 30 clubs



Challenge Champion: Rich Hunt, Director of Retirement Services



“In August 2011, we implemented a comprehensive employee financial education program for our employees. The Financial Fitness Challenge will be a great supplement...”



Major League Baseball trademarks and copyrights are used with permission of Major League Baseball Properties, Inc.
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OCLC, Inc.


Non-profit global library cooperative of 20,000+ member libraries



Challenge Champion: Susan Marsico, Director, Corporate Benefits & HR Systems



“We believe this program would provide additional knowledge that is being provided through our Financial Planning Series... We are contemplating blending this into our Wellness Program…”
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River City Bank


A premier local bank in Sacramento, Calif.



Challenge Champion: Victoria Dolan, SVP, Human Resources Director



“We believe that all Bank employees, regardless of their role, should be comfortable with basic financial savings and planning principles. We expect to create some contests and have some fun along the way.”
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St. Elizabeth Healthcare


Provides health care services to patients in Kentucky, Ohio and Indiana



Challenge Champion: Iris Montgomery, Compensation & Benefits Analyst



“Our goal is to enhance employees’ basic understanding of key financial matters and critical decisions [needed] to support their desired lifestyle throughout their retirement years.”
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Taylor Corporation


Printing manufacturing organization with locations throughout the United States and Canada



Challenge Champion: Aaron Lerwil, Human Resources Director
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Teknion, LLC


International manufacturer office systems and related furniture products



Challenge Champion: Christy Gallo, Human Resources Manager



“Our goal is to continue to educate our employees on the importance of saving for retirement
and on how much they should be saving. We hope to increase 401(k) participation by 10%.”
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Vermont Hard Cider Company, LLC


Producer of hard cider beverages and the leader in the U.S. Hard Cider category



Challenge Champion: Brian Nolan, Human Resources Manager



“With stable personal finances, employees will become more successful in their careers. We hope that this investment will help [employees] realize how we value them and their contributions...”
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Wisconsin Department of Employee Trust Funds


Administers pension and other fringe benefits for more than 550,000 Wisconsin Retirement System (WRS) members and 1,400 state and local government employers



Shelly Schueller, Deferred Compensation Director



“It would seem that if Department’s staff is personally more financially, they should be able to make better decisions [for] themselves … and be able to provide better information to our customers.”
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