Nancy Lazgin

  Pension & Savings



Plan designs

Benchmarking plans

Defined benefit (DB)

Defined contribution (DC)

Financial wellness

401(k) Plan

Nonqualified Plan

Retiree Medical Plan

About Me

Coming from the employer side of benefits has made me passionate about the importance of all employees understanding, utilizing and valuing their company-provided benefits. Given that saving for retirement is critical to be able to retire when you are ready, my career has focused on building employee knowledge in understanding their need to actively plan and save. How to accomplish this is a challenge when your paycheck doesn't seem to go far enough. Keeping this in mind, I have designed programs which link good financial health to keeping oneself healthy for the long term. To this end, I was one of the first to introduce CDHP plans in the mid-2000s as well as the concept of wellness using health assessments. This coupled with my primary interest in financial well-being led me to combine the two initiatives and to become an early adopter of a more holistic type of wellness comprised of not only physical and emotional health, but also financial health. My team led many award-winning innovative solutions that delivered results for our employees and the company.

Work History
  • 1997-2014: Staples inc, Director Global Benefits
Certifications & Awards

Superstars Innovation Award 2009, F.E.M.A.L.E. Family Friendly Award 1999

Published Works

IOMA HR Department Management Report article 2003, supplemented Boston Globe article 1999

Ask Me about

Financial literacy education, communication strategies including gaming, benefits career development

Project I’d like to work on

Financial Literacy, Mergers and Acquisitions, Executive Benefits, IRS and DOL Audits, International Benefits

Fun Fact about me

Called "Cannonball Call" for my football passing prowess


To talk with this pro, simply select a time and click "Book This Pro"