Workplace Financial Wellness


Why the Workplace

Holistic financial wellness programs have the power to establish a more satisfied, engaged, and productive workforce. Beyond an attractive benefit for individual employees, promoting financial capability boosts workplace engagement and productivity. Many companies are implementing new programs to help employees with their finances. Establishing effective workplace programs will be crucial for employers who want to help their workers and help themselves.

Statistics calculated from the 2015 National Financial Capabilities Study


The workplace is a natural fit for financial wellness programs, as it creates a mutually beneficial environment of increased engagement and financial security. Crucial financial decisions are made at work every day, and employers can take advantage of financial milestones (e.g. hiring and promotions) to increase their workers’ financial well-being.

Partner with Us

Financial wellness doesn’t need to be expensive. Programs can be customized to meet employee needs within a reasonable budget. For example, companies can choose various types of programs, such as educational seminars, online resources, and financial advising in order to promote a happier and financially healthier workplace.

GFLEC has extensive experience consulting with organizations about successful implementation of financial literacy education programs. We have documented our key findings on the effectiveness and best practices for workplace financial wellness.

Consult us to learn how financial wellness programs can help you and your employees!


Our experiment facilities are a great resource for starting your workplace financial initiative!

  • Design and implement new financial wellness programs
  • Create financial education apps and online tools
  • Pilot and evaluate the most promising ideas
  • Rely on evidence-based methods

Interested in what we can do for you? Email Kristen at


Sample of Our Programs and Initiatives for the Workplace

Additional GFLEC Resources

Information for the Public Sector:blog

Employees’ Financial Wellness: New Strategies for State-Sponsored Retirement Plans




Active vs. Passive Choice in Retirement Savings (at Templeton Investments and Wall Street Journal)

The Effectiveness of Financial Literacy Programs (at Stanford)

Policy Issues for Retirement Investing (at JOIM Conference)


Reports and Briefs

Hispanic Personal Finances: Financial Literacy and Decisionmaking among College-Educated Hispanics 

Working Women’s Financial Capability

Visual Tools and Narratives: New Ways to Improve Financial Literacy

Helping Gen Y Achieve Long-Term Financial Security

Financial Fragility of American Families

Financial Capability Near Retirement: A Profile of Pre-Retirees


Testimony to ERISA

Testimony to the U.S. Department of Labor ERISA Advisory Council