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The resources below from both FSR member companies and the CFPB highlight effective programs and materials for workplace financial education.

Click here to return to the FSR / CFPB Financial Literacy Initiative Home Page

Ameriprise

Ameriprise can deliver the comprehensive solution employers need. Learn more about the Ameriprise financial wellness program

Assurant

To promote financial fitness among their employees, Assurant launched a multi-year financial education “Savings Matters” campaign in 2015. To encourage retirement adequacy and saving for the future, the company currently offers a per-pay-period match of up to six percent for employees’ pre-tax 401(k) contributions. Employees may participate...

Bank of Hawaii

Workplace • Bank of Hawaii’s SmartMoney Mondays is a TV segment that airs every Monday on local TV news broadcast. Bank of Hawaii SmartMoney Seminar facilitators are interviewed about a range of topics to include tips to the public about savings, credit, fraud, insurance, investment and much more. • As a part of Bank of […]

BB&T

Financial education is part of the overall Associate Well-Being Program, which focuses on the following five components: Career, Community, Financial, Physical, and Social • Associate Banking is a program specifically designed to make BB&T associates successful. A dedicated team works with associates to provide appropriate financial products,...

BBVA Compass

BBVA Compass has partnered with EverFi @ Work to provide its employees with an online platform that helps empower adults with the skills necessary to successfully manage their finances and plan for a prosperous future. The 90-minute, computer-based program includes eight learning modules that cover topics from savings and investments to identity...