​​​​Employers in the U.S. and Canada are committed to helping their employees achieve retirement security.​

Find out how:

The second largest public pension plan in the U.S. found success by offering employees one-on-one benefits counseling sessions. (California State Teachers' Retirement System)

 
A small public accounting firm with half of its employees under age 30 boosted participation in their 401(k) plan​. (Calibre CPA Group LLC)

 
A major insurer reduced employees' financial stress by incorporating financial education into their wellness program. (Aetna)

 
A construction-industry multiemployer pension fund increased benefits literacy by educating union stewards to bring the message to the worksite. (NECA IBEW Local 145)

 
A construction-industry employer association implemented a successful financial education class for apprentices. (Mechanical Contractors Association of Western Washington)

 
A large corporation uses its wellness gamification approach to teach employees about financial issues. (FUJIFILM)

 
A general contractor improved financial and benefits literacy by using a variety of formats to address the preferences and needs of their diverse workforce​. (M.A. Mortenson Co.)

 
A midwestern publishing company's financial wellness program increased 401(k) participation and deferral rates, and reduced employees' financial distress. (Meredith Corp.)

 
A large public employee pension system teaches its employees about their pension benefits using a variety of methods from high-touch one-on-one consultations to do-it-yourself via mobile app and web portal. (New York State Teachers' Retirement System)

 
A state public employee system successfully uses storytelling to educate both employees and schoolchildren about saving. (Wyoming Retirement System)

 
A construction-industry union and pension fund teamed up to create a financial education workshop for participants. (Alberta Operating Engineers Local 955)​

 
A large public Section 457 deferred compensation plan used reenrollment​ to combat detrimental investment inertia. (State of Illinois Deferred Compensation Plan)

  
A mining company is building participation in financial education workshops and one-on-one counseling with a strong communications campaign and word-of-mouth conversations​ among coworkers. (Stillwater Mining Co.) 

  
A public employee system built a successful campaign ("EMPOWER") to engage women in planning for a secure retirement. (Wisconsin Department of Employee Trust Funds)

  
A public sector agency helps its participants make the most of their defined benefit and defined contribution pensions to plan ahead for a financially secure retirement by offering a in-depth workbook and a seminar series​ featuring topics like saving, budgeting and investments. (Canadian Blood Services)​​

  
A bank created their Financial Fitness Program for Teammates featuring online education, assigned tasks like setting a budget and volunteering, and wealth assistance to help employees build an emergency savings account. (SunTrust Banks Inc.) (also watch SunTrust's story​)

A teachers' association expanded offering their one-day financial seminars​ to early and midcareer members, not just to those near retirement. Members are asking smarter questions about their benefits and more are enrolling in voluntary benefit offerings. The association is also seeing members return for another seminar a few years later as their individual life stages change. (Newfoundland and Labrador Teachers' Association) 


A state retirement system implemented a targeted communications campaign​, tying different times of the year to specific actions participants can take to boost retirement readiness. (Municipal Employees' Reirement System (MERS) of Michigan)


Do you have a financial education program or retirement security success story to share? Contact us at editor@ifebp.org or (262) 373-7633.​