Norma Mannix: Teaching Company Employees to Make Better Money Choices

Opiela, Nancy
August 1998
Journal of Financial Planning;Aug1998, Vol. 11 Issue 4, p89
Academic Journal
The article profiles Norma J. Mannix, Holy Cross Resources Incorporated's (HCRI) director of benefit education who helps employees make better use of their benefits and more educated choices concerning their savings plans. If objective education was the goal of HCRI, Mannix offered the right blend of credentials and experience. In addition to the Certified Financial Planner designation she earned in 1994, Mannix had 20 years' experience as an employee benefits administrator. HCRI is an independent subsidiary of Holy Cross Health System Corp. provides benefit administration and risk management services to the health system. She also makes presentations on benefit savings plans that are specific to individual member organizations. As Mannix's reputation for providing helpful instruction grows, so does demand for her services. In her first year, Mannix gave 125 presentations. Through May of this year 1998, she has already presented 150 seminars, 86 in six weeks in April and May alone. Mannix describes her work as extremely rewarding--and requiring endurance. If Mannix has any frustrations, it is the wish that she could be at all of the locations more often and get more into the details of individual cases.


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