Jeff Crowell
Managing Partner, Corporate Strategy & Founding Board Member, OpenArc
After 12 and a half years at Merrill, he walked away to build an independent firm. His view: employees are handed 401(k)s and stock awards, then expected to become financial experts on their own.
Categories
Talking points
- Are We Asking Too Much of Employees?
- Why Traditional Benefits Education Falls Short
- Leaving Merrill After 12 and a Half Years to Build an Independent Firm
- Creating Personalized Financial Wellness Experiences at Work
- Why AI Should Enhance Human Guidance, Not Replace It
- Helping Employees Connect the Dots on 401(k)s, Equity Comp, and Deferred Comp
The hook
What if the biggest problem with employee benefits is that we expect employees to become financial experts?
Jeff Crowell has spent nearly 30 years working with benefits programs at Fortune 500 companies, including leadership roles at Aon Hewitt and Merrill. He believes closing the knowledge gap with another webinar, PDF, or email is broken, and that the next step is a more personal, connected experience that helps employees make better financial decisions.
Bio for your show notes
120 wordsJeff Crowell is Managing Partner of Corporate Strategy and a founding Board Member at OpenArc Corporate Advisory. He has spent nearly three decades in benefits administration and institutional consulting.
At OpenArc, Jeff leads institutional relationships and develops executive and employee benefit strategies, partnering with organizations on financial wellness through retirement plans and equity award programs, including 401(k), nonqualified deferred compensation, equity compensation, and 10b5-1 trading plans.
Before OpenArc, he was a partner in Merrill’s Global Corporate & Institutional Advisory Services group, leading human capital strategy and executive services. Earlier, he held senior roles at Aon Hewitt (now Alight Solutions), including Benefits Director and Defined Contribution Practice Leader. Jeff holds a B.S. in Finance from Miami University and lives in Atlanta.
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