Talking Benefits

Financial Education Goes Beyond 401(k)


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Employees aren’t all financially savvy and it may be impacting your bottom line. We discuss how your employees’ bank accounts affect your workplace productivity and what you can do about it.
LINKS MENTIONED IN THE SHOW:
www.ifebp.org/retirementsecurity
EMPLOYER TOOLS:
Financial education program checklist
http://www.ifebp.org/pdf/financial-education-checklist.pdf
Sample employee assessment survey
http://www.ifebp.org/pdf/misc/Financial-educational-needs-assessment.pdf
List of questions when hiring a vendor
http://www.ifebp.org/pdf/misc/Questions-for-FInancial-Vendors.pdf
Retirement plan checklist
http://www.ifebp.org/pdf/misc/RetirementSecurityChecklist.pdf
EMPLOYEE/PARTICIPANT RESOURCES:
Budgeting worksheet
www.ifebp.org/pdf/misc/NEBD-YourBudget.pdf
Retirement planning worksheet
www.ifebp.org/pdf/misc/NEBD-PictureYourself.pdf
Communications toolkit
www.ifebp.org/news/featuredtopics/retirementsecurity/Pages/financial-fitness-toolkit.aspx
Retirement 101
www.ifebp.org/retirement101
VIDEOS:
A Tale of Two Kitties
www.youtube.com/watch?v=NvBeVM_hQSw&feature=youtu.be
Go Nuts and Save Early
www.youtube.com/watch?v=vkzXoJkpk_Y&feature=youtu.be
Adventures in Behavioral Decision Making (Starring ANNE!)
www.ifebp.org/aboutus/nebd/Pages/2018/Behavioral-Decision-Making-Man.aspx
Bulk Up Your Budget with the Financial Fitness Brofessionals (Starring JUSTIN!)
www.youtube.com/watch?v=tWlZfNXaVVY&feature=youtu.be
...more
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Talking BenefitsBy IFEBP

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