​A Closer Look: What's Working in Workplace Financial Education

A Closer Look: What's Working in Workplace Financial Education

Think money stress isn’t impacting employees at work? Think again. In the A Closer Look: What’s Working in Workplace Financial Education survey report, only 4% of employers indicated employees’ personal financial issues had no impact on their overall job performance. 

According to the survey, employees are more financially savvy (61% of workplaces reported) and more prepared for retirement (71% of workplaces reported) when their organization has a financial education program in place. The survey revealed the length of program as an important factor to its overall success, with almost half of employers reporting their 10+ year program as successful compared to one to two year-old programs.

Press release​ | Blog post 

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Out of Organizations Not Offering Financial Education, 38% rate employees as financially savvy. 57% say their employees at normal retirement age are prepared for retirement 
Out of Organizations offering Financial education, 61% rate employees as financially savvy. 71% say their employees at normal retirement age are prepared for retirement.  
 
 
Organizations Who Rate Their Financial Education Programs as Successful: Somewhat Successful 55.4% 
 
Length of Programs Rated as Successful: More than 10 years 49.2% 
 
 

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