Financial Education Goes Beyond 401(k)

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