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Workplace Financial Education

Decisions about how much to save to secure a comfortable retirement, how to invest, and how to protect wealth are overly complex. Without guidance, employees may end up without the financial skills necessary to meet short and long-term goals.


Below you can find resources that can help you develop financial literacy programs in the workplace.

Resource #1

Watch five videos, each covering a fundamental concept behind financial planning. The effectiveness of the videos is tested in the paper, "Five Steps to Planning Success."




Click here to watch the videos.

Click here to read the research paper.

Resource #2

Watch four individuals tell you their stories about "saving for retirement," that may help your employees make better retirement saving choices. The narrative of these videos were developed by Annamaria Lusardi and Punam Keller and were produced with support from the National Endowment for Financial Education.


Click here to watch the videos.

Click here to read the report.

Resource #3

Dr. Annamaria Lusardi's report with Dr. Rober L. Clark of the North Carolina State University, Sponsored by FINRA Investor's Foundation, highlights ten best practices in workplace financial education.


Click here to read the report.

Resource #4

Listen to Prof. Punam Keller explain how the application of "Enhanced Active Choice" can encourage people to make better financial decisions.


Click here to watch the video.

Resource #5

Co-authored by Robert Clark, Annamaria Lusardi, and Olivia Mitchell, the paper uses administrative data on all active employees of the Federal Reserve System to examine participation in and contributions to the Thrift Saving Plan, the system’s defined
contribution (DC) plan. 


Click here to read the paper.

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