Craig Rubino is head of corporate relationship management and engagement for Morgan Stanley at Work. In his role, Craig leads the US Public Canadian relationship management, learning, and participant insights teams that serve workplace benefit plan relationships. Prior to this position, Craig led the communication, education and industry events teams for E*TRADE Corporate Services' workplace group.
A leader at Morgan Stanley at Work shares expert advice for helping employees make the most of their financial wellness benefits.
As we move from surviving a crisis to recovery, the intersection of employee benefits and workplace wellness may help drive key changes in defining success.
Get specific about when and how to close out administrative checkpoints for the end of the year, and delegate responsibilities accordingly.
Increasing participant offerings and promoting engagement could be a powerful step toward helping participants achieve their financial goals.
Administrators can improve their year-end process to wrap up outstanding dispositions and plan for tax season.