Financial Wellness Awards

The Retirement Advisor Council Financial Wellness Awards are a celebration of excellence, honoring organizations that truly champion a culture of financial wellness for every employee. These prestigious accolades highlight innovative programs and dynamic activities designed to foster comprehensive financial health, from smart spending and saving to strategic investing and meticulous financial planning. These awards are presented at the RAC Annual Meeting each year.

2024 Financial Wellness Awards

June 2024

Award Winners

BFW/Marcum Engineering of Paducah, Kentucky.

They are a client of Fidelity Investments and use Ramsey  SmartDollar to support the financial wellness program.  Accepting the award on behalf of BFW/Marcum Engineering is David Belt, Chief Financial Officer

HAI Group of Cheshire, Connecticut.

They are a client of Marsh McLennan Agency and Fidelity Investments. Accepting the award on behalf of HAI Group are Troy G. LePage, CPA, chief operating officer and executive vice president, and James Mullen, SHRM-SCP, director of Human Resources.

 
Watch the 2024 Financial Wellness Awards 
Moderator: C. Andrew Harbour CFP, CIMA/Morgan Stanley, Atlanta

June 2023

Watch the Financial Wellness Awards on Tuesday June 20th at 4:10 PM live on Vimeo livestream.

Moderator: C. Andrew Harbour CFP® CIMA® | Morgan Stanley Graystone Consulting Atlanta

TXEX / VIA Renewables
Houston, TX
Tiffany Miller | Director of Human Resources
A client of Council members Fidelity Investments and The Gibson Group of Morgan Stanley (Lisa Gibson CRPS®)

The Queen’s Health System
Honolulu, HI
YeeYeng Lim | Benefit Manager  
A client of Council members Fidelity Investments and HUB International (Jim O’Shaughnessy AIF®, PRP®)

January 2023

TPC Group (Texas Petrochemicals)
Houston, TX
Denise Guess | Benefits Manager, Human Resources
A client of Council members Fidelity Investments, and Qualified Plan Advisors (Robert A. Massa ChFC®, CEBS®, AIF®, CBC®)

Varex Imaging Corporation
Salt Lake City, UT
Gabriella Giaquinto | Senior Manager, Benefits 
A client of Council members Fidelity Investments, and Woodruff Sawyer (Kristina P. Keck CPFA, CBFA, ESG(k)

August 2022

Northwell Health
Great Neck, NY
Diana Witkowski-Grubard | Director of Human Resources
A client of Council members Transamerica, and Morgan Stanley

RLI Corp.
Peoria, IL
Amy Braet PHR, SHRM-CP, CCP, CBP | AVP Compensation and Benefits
A client of Council member Principal Financial Group

Wiley|Wilson
Lynchburg, VA
Connie Burnette PHR, SHRM‐CP  | VP Department Manager, HR
A client of Council members John Hancock and AFS Retirement Services (Alexander G. Assaley, III, AIF®)

January 2022

The Mentholatum Company
Orchard Park, NY
Andrea Yakovac | Senior Human Resource Generalist
Janice Kwarta | Director, Human Resources
Steven Hossenlopp | Chief Financial Officer
A client of John Hancock and The D'Aiutolo Institutional Consulting Group (Paul d’Aiutolo and Alicia Klingensmith)

January 2021

Riddle’s Jewelry
Rapid City, SD
David Westergaard | CFO/Executive Vice President/Treasurer
A client of Sikich Financial (Joe Connell)

Pankow Builders
Maria Carlson | Chief Financial Officer
A client of John Hancock and Plan Resource Group at RBC Wealth Management (Patrick McKiernan C(k)P®)

August 2020

Daikin
Decatur, AL
Donna Cruz | Benefits Manager
A client of John Hancock

GuideOne Mutual
West Des Moines, IA
Elisabeth Sandersfeld |Chief Financial Officer
A client of Principal Financial Group and Morgan Stanley and Graystone Consulting – Houston (Lisa Gibson, Tommy Ford, Victoria Smith)

North American Stainless
Ghent, KY
Todd Mitchell | VP Administration and Procurement
A client of John Hancock and The Rinehart / Cicilly group of UBS

June 2019

Oregon Public Employees Retirement System
Portland, OR
Dean Carson | Member Engagement & Communications Director
A client of Cammack Retirement now CAPTRUST Financial Advisors (Mike Webb)

Dawn Food Products
ackson, MI
Brian Coleman | Vice President of Total Rewards
A client of Prudential Retirement and UBS Financial Services (Bruce Lanser)

January 2019

NASCO
Atlanta, GA
Barbara Bell-Dees SHRM-CP, PHR | Vice President Human Resources & People Services
A client of Plan Sponsor Consultants (Mike Kane)

Vermeer Corporation
Pella, IA
Cheri Klyn | Director, Shared Services 

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