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This article provides an overview of bank-based financial education. The role of banks more generally is reviewed, and examples of Marshall and Isley (M&I) Bank's Consumer Education (CE) program are discussed. Evaluation methods used by M&I are described. Key factors for success include clearly More information...
Audience: Individual Researcher Teacher Youth
Type of Resource: Article
Tags: Financial literacy, Financial education
Date: 9/1/2008
This article provides an overview of the literature on best practices for retirement savings plan design and financial education in the workplace. Without a successful plan design, financial education will not be effective and even a well-structured plan can fail to achieve retirement savings More information...
Audience: Individual
Type of Resource: Article
Tags: financial education, retirement savings plan, saving, enrollment, investment, matching, distributions, formal advisor, informal advisor
Date: 4/10/2008
With support from the U.S. Department of the Treasury, Corporation for Enterprise Development (CFED), the Center for Financial Security at the University of Wisconsin-Madison (CFS) and the New York City Department  of Consumer Affairs Office of Financial Empowerment (OFE) partnered on a pilot More information...
Audience: Individual Researcher Teacher
Type of Resource: Article
Tags: Pilot Program, Financial Access, New York City
Date: 4/21/2014
With support from the U.S. Department of the Treasury, Corporation for Enterprise Development (CFED), the Center for Financial Security at the University of Wisconsin-Madison (CFS) and the New York City Department  of Consumer Affairs Office of Financial Empowerment (OFE) partnered on a pilot More information...
Audience: Individual Researcher
Type of Resource: Article Brief
Tags: Job Training, Financial Counseling, Financial Empowerment    
Date: 4/21/2014
MyRA (My Retirement Account) is a program offering a new retirement savings account for individuals looking for a simple, safe, and affordable way to start saving. Savers will be able to open an account with as a little as $25 and contribute $5 or more every payday. MyRAs balances will never go More information...
Audience: Individual
Type of Resource: Article
Tags: Savings, Retirement, Planning, Accounts
Date: 2/18/2014
This edition of FDIC Consumer News focuses on small businsses. Are you one of the millions of small business owners in the United States? Or are you considering starting your own company? Just as with consumers, it's important for small business owners to make sound financial decisions so they can More information...
Audience: Individual
Type of Resource: Article Website
Tags: owning a business, business
Date: 5/22/2013
This edition of FDIC Consumer News includes hints and tips for small businesses, including Saving Money to Help Your Company Grow, and Tips on borrowing to start or operate a small enterprise. More information...
Audience: Individual
Type of Resource: Article Website
Tags: owning a business, business
Date: 5/22/2013
Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash. Some financial experts believe that determining your asset allocation is the most important decision that you’ll make with respect to your investments – that it’s even more More information...
Audience: Individual
Type of Resource: Article Website
Date: 4/5/2013
Variable annuities have become a part of the retirement and investment plans of many Americans. This brochure is a general description of variable annuities – what they are, how they work, and the charges you will pay. The brochure also includes detailed information on death benefits, surrender More information...
Audience: Individual
Type of Resource: Article Brochure Website
Date: 4/5/2013
This report was prepared to provide background on the “Bank On” model, a new approach for expanding access to safe, affordable financial services for unbanked households. The purpose of this report is to describe the landscape of Bank On programs, their origins, and their context within a broader More information...
Audience: Researcher
Type of Resource: Article Report
Tags: Low-cost accounts
Date: 3/7/2013