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Workplace Financial Education Improves Personal Financial Wellness Financial Education in the Workplace: Results of a Research Study Evaluation of Personal Financial Education Financial Education and Savings Outcomes in Individual Savings Accounts Financial Education Needs of Credit Counseling Clients CBA 2002 Survey of Bank-Sponsored Financial Literacy Programs Potential Effects of Workplace Financial Education Based on the Relationship Between Personal Financial Wellness and Worker Job Productivity Employer-Sponsored Education Programs and Incentives to Improve Employees' Financial Lifestyles Financial Education Partnerships in the Workplace - View of Satisfied Researchers, Employers and Outside Providers Successes in Workplace Financial Education Employee Money and Credit Problems - EAPs Must Become Involved Some Benefits of Workplace Financial Education Workplace Financial Education Provided by NFCC Member Credit Counseling Agencies Workers Want More than Retirement Education at Their Workplace: A Report of Research Findings Consumer Educators, Now Is The Time For A Paradigm Shift Toward Employee Financial Education The Effects of Financial Education in the Workplace: Evidence from a Survey of Employers The Determinants and Consequences of Financial Education in the Workplace: Evidence from a Survey of Households Education and Savings: The Long-Term Effects of High School Financial Curriculum Mandates

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InCharge Education Foundation : Research : Reports & Publications : Financial Education Needs and Impacts : Financial Education Partner...

Financial Education Partnerships in the Workplace - View of Satisfied Researchers, Employers and Outside Providers

Workplace financial education, particularly that which emphasizes retirement education, has evolved quickly over the past 20 years. The financial education of yesterday saw employers hold employee meetings with workers near retirement age to explain the defined benefits each would receive upon retirement.

Creation of the employer-sponsored 401(k) retirement plan, and the concurrent adoption of this defined contribution plan as a substitute for the defined benefit plan by many employers changed everything. Instead of dealing with retirement issues for employees just prior to leaving full-time employment, financial education was offered to all employees and at much earlier ages. The emphasis today is on planning, saving and investing for retirement.

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