Benefits for Employers and Employees

While it may be true that money can’t buy happiness, it can directly impact one’s peace of mind and daily way of life. Those who feel more secure about their personal financial situation are likely to focus more attention on their day-to-day responsibilities — and take on those tasks with greater confidence and increased enthusiasm.


Potential advantages to be gained include:

  • Increased participation in the company retirement plan
  • Decreased turnover
  • Increased productivity
  • Enhanced company culture

Financial issues are common in the workplace

of workers report feeling financially stressed

have not calculated how much they need to accumulate for retirement

of employees age 55+ have saved less than $25,000 for retirement

* EBRI Retirement Confidence Survey — “Preparing for Retirement in America” — 2012


Employees who participated in financial education

changed investment strategy by appropriately diversifying

believed their financial situation had improved due to financial education

were more confident in making investment decisions

In general, workshop participants reported greater satisfaction with their current financial situation and their financial behaviors.

* AFCPE — Workplace Financial Education Improves Personal Financial Wellness