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


September 29, 2015

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


September 29, 2015

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.

Bank of Hawaii

September 29, 2015

Workplace • Bank of Hawaii’s SmartMoney Mondays is a TV segment that airs every Monday on local TV news broadcast. […]


September 29, 2015

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, services, guidance and benefits necessary for achieving financial security.

BBVA Compass

September 29, 2015

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 protection.

Capital One

September 29, 2015

For Capital One associates, the Financial Literacy Resource Center intranet site provides helpful materials and resources to learn how to better manage finances and to lead financial education activities in their community. As part of Capital One’s retirement benefits, associates are offered checklists, tools and videos to help them make smarter choices about their money. In addition, Capital One’s Employee Assistance Program provides a spectrum of resources, including financial counseling, to all Capital One associates and their household members. This assistance is available online or by phone 24 hours a day, every day.

CFPB: Financial wellness at work

September 29, 2015

This report contains case studies designed to educate employers about practices that can improve employees’ financial health and increase worker productivity.

CFPB: Pension Advance Products

September 29, 2015

Be wary of loans based on your pension or benefits payments. They may charge outrageous interest rates and in the case of veterans are often against the law.