Tickets: Members can attend for Free (Click HERE to get Zoom Link). Non-Members please purchase your event ticket and a Zoom link will be sent to you.
During the COVID-19 pandemic, the need for access to high quality emergency savings accounts has never been more apparent. Addressing the issue is necessary to counterbalance the growing issue of 401(k) loans and hardship withdrawals, as well pay advance requests. Lower-to-middle income savers have been hit extremely hard and employers have an exciting opportunity to make an impact by incorporating an emergency savings benefit option for employees.
Matt Bartch from BlackRock will moderate an enlightening session with expert Nick Maynard from Commonwealth, a nonprofit research organization focused on building financial security through improved access to emergency savings accounts. They will cover a number of topics including:
Presenters: Nick Maynard, Sr. VP – Commonwealth & Matt Bartch – Director BlackRock
Nick Maynard is a Senior Vice President for Commonwealth, where he has spent almost 15 years building, piloting, and scaling innovations to improve the lives of financially vulnerable Americans. Nick is an expert on savings innovation, especially prize-linked savings, gamification and tax-time savings; and he has led successful strategic partnerships with Walmart, Staples, and H&R Block. As part of the Blackrock Emergency Savings Initiative, Nick currently leads efforts deploying proven, innovative savings to LMI Americans at scale via their employers, financial services firms, fintech partners, and gig platforms. Nick holds both a Masters in Business Administration and a Masters in Public Policy from Harvard University. He also holds a Bachelors of Engineering and Operations Research from Princeton University.
Matt Bartch, CFA, CAIA, Director, is a member of BlackRock’s US & Canada Retirement Group. He is responsible for managing relationships with plan sponsors and consultants in the Southeast US. Matt joined BlackRock in 2015. Prior to joining the firm, he spent 5 years within PIMCO’s Defined Contribution Practice. In his time there, he served national consultants and plan sponsors, then regional Southeast-based consultants beginning in 2013. Matt earned a BS in International Business and Investment Analysis from the University of South Carolina in 2009 and also holds the CFA and CAIA designations. He resides in the city of Atlanta with his wife Paige and newborn daughter Sloane where he enjoys golf and traveling with family.
Continuing Education Information (CE):
One Hour of CE Credit for ASPPA, NIPA, and other organizations should be self-reported and a certificate of attendance will be provided. ERPA credit has been applied for. Each attendee should register and log into the webinar individually to watch and listen to the presentation to receive CE credit. Listening by phone or in a group will not qualify for CE credit