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Financial Education/Retirement Security (U.S.)

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Financial stress impacts productivity, job performance, ability to focus at work and staff turnover. Help your participants learn the basic tools, habits and behaviors needed to achieve financial goals. Find financial education and retirement security program support in the resources listed below.

E-Learning

Understanding Social Security

The impact of Social Security is far-reaching. Since its enactment in 1935, Social Security has become a primary means of funding retirement for many workers and their beneficiaries. This course is designed to help both employers and individual workers understand eligibility requirements, funding processes and ways to maximize benefits in anticipation of applying for Social Security or Social Security Disability Insurance (SSDI).

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Financial Skills for Life: An Introduction to Personal Finance

Young workers have a lot to learn. Not only are they acquiring new job skills, but it may be the first time many of them have been offered benefits or earned a substantial paycheck. This approachable online course will help new workers build solid personal finances. It highlights the issues they should consider as they are getting started in their jobs and provides helpful tools for the future.

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Webcasts

ISCEBS Webcast

SECURE 2.0 Act—Get the Most out of Your Plan

The SECURE 2.0 Act was signed into law in December 2022. The law now offers employers:
• The ability to include student loan benefits in plans
• Tools to help employees establish an emergency savings account
• Ways to increase catch-up contributions for near-retirees
• Expanded tax credits for new retirement plans
• A government incentive program that provides additional matching contributions to low-income workers
• And so much more!

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The Dangers of Credit Illiteracy to Staff and the Workplace

Are you aware of the dangers of financial illiteracy in the workplace? Many speak of financial literacy, but let's speak about the real danger: financial illiteracy. Financial Illiteracy causes stress on employees, resulting in mental and physical health implications, which could impact production. How can we help resolve this? With financial literacy education. Explore how organizations are providing resources on managing credit and debt, the impacts on staff and business, and most importantly, how to address this issue by setting up a successful financial literacy program.

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Survey Reports

Workplace Wellness and Financial Education Programs: 2022 Survey Results

Workplace wellness programs have grown to include benefits that address workers’ mental health, financial health, growth and purpose. Physical health-related offerings like flu shots and health risk assessments remain popular but the meaning of wellness initiatives has been expanding.

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Blogs

Quick Tips

Retirement 101

Retirement 101

Select from a defined benefit plan, defined contribution plan or a plan for public employees. Find out more about what each plan is, how much money you will get and when, different scenarios, and who pays for your benefits. This is the perfect tool to share with plan participants wanting to learn more about the power of their retirement plan.

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Articles

Additional Resources

Videos

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