​Financial Education for Today's Workforce

2018 Survey Results

​Financial Education for Today's Workforce: 2018 Survey Results examines the financial struggles faced by employees and the steps employers are taking to help. The report provides an in depth look at initiatives plan sponsors are implementing, including the topics covered, popular education methods and the ways in which organizations are finding and measuring success. The survey respondents represent corporations, multiemployer trust funds and public employers/ governmental entities across the United States and Canada.

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Word on Benefits Blog Posts: 

Best Practices for Workplace Financial Education

Growing Financial Education Efforts Support Stressed Employees

2 in 5 rate overall stress level of participants as high. 2 in 5 say personal financian issues impact their workforce performanc

70% credit cards, 61% retirement saving, 55% children education, 48% basic living, 39% medical, 39% elderly support

impact of financial challenges: 79% stress, 64% can't focus, 36% absenteeism, 30% morale

more than 1 in 3 organizations customize educational offerings to groups by age, employment level, position type

3 in 5 rate their initiatives as successful. 6% rate them as unsuccessful. 2 in 5 provide financial education to partners

1 in 4 has a budget. 20% considering adding one. 1/2 with budgets plan to increase their budget in the next 2 years.

common topics: 54% preretirement financial planning, 42% investment management, 68% retirement plan benefits, 46% budgeting