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Building Financial Capability: A Planning Guide for Integrated Services is designed for community-based organizations interested in integrating financial capability services into existing programs (e.g. housing, job training, or Head Start). The interactive tools in the guide walk organizations More information...
Audience: Individual
Type of Resource: Guide
Tags: ​Financial Capability, Integration, Financial Education, Credit, Financial Coaching, Asset Building
Date: 7/22/2015
A SIMPLE (Savings Incentive Match Plan for Employees of Small Employers) IRA plan offers advantages to small businesses with 100 or fewer employees and provides a simplified way to contribute toward retirement. This publication highlights the advantages of a SIMPLE IRA plan and how to set up and More information...
Audience: Individual
Type of Resource: Brochure
Tags: SIMPLE-IRA, ERISA, tax qualification, small business, contributions, fiduciary, trustee
Date: 8/9/2013
In consultation with the U.S. Department of the Treasury and President Bush's Advisory Council on Financial Literacy, the FINRA Investor Education Foundation commissioned the first national study of the financial capability of American adults in 2009. The overarching research objectives of the More information...
Audience: Individual Researcher
Type of Resource: Website
Date: 6/5/2013
401(k) plans can be a powerful tool in promoting financial security in retirement. This website highlights a 401(k) plan's advantages, some of the options and responsibilities of an employer in setting up and operating a 401(k), and the different types of 401(k) plans. More information...
Audience: Individual
Type of Resource: Website
Tags: owning a business, business
Date: 5/22/2013
Ready.Save.Grow. is a U.S. Department of the Treasury initiative to help people save and take control of their future. Setting money aside for the future is an important step toward reaching your long-term goals, whether that means saving for your child’s college education or preparing for a more More information...
Audience: Individual
Date: 4/5/2013