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This resource guide is for youth employment programs that are interested in enhancing financial capability1 and building partnerships with financial institutions. It maps out how and why such partnerships can help young people2 achieve greater financial well-being and employment success. More information...
Audience: Individual Youth
Type of Resource: Guide
Tags: youth, youth employment programs, savings, checking, financial institutions
Date: 3/1/2017
This guide provides information to financial institutions on how they can enhance youth financial capability by partnering with youth employment programs. It maps out how and why financial institutions can engage with these programs and highlights best practices in the Workforce Innovation and More information...
Audience: Individual Youth
Type of Resource: Guide
Tags: Youth, youth employment, savings, checking, youth financial educatoin
Date: 3/1/2017
The U.S. Department of Treasury commissioned the Corporation for Enterprise Development (CFED) and the Center for Financial Security at the University of Wisconsin-Madison (CFS) to conduct a first-of-its kind examination of the combination of classroom financial education and in-school savings
Audience: Individual Researcher Teacher
Tags: Financial Education; FLEC; PACFCYA; CFED
Date: 12/9/2014
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: 4/5/2013
Financial capability incorporates financial literacy with the ability to understand money and its management so people may make informed financial decisions. Financial literacy provides the knowledge that is often is the first step in understanding personal finance. Financially capable people use More information...
Audience: Individual Teacher Researcher
Type of Resource: Fact Sheet
Tags: financial capability, CRA, community
Date: 4/20/2017
IDA programs present opportunities for financial institutions to expand into underserved and emerging markets. This fact sheet discusses Individual Development Accounts (IDAs), the role they play in helping low-and-moderate income people build wealth and how financial institutions can support this More information...
Audience: Individual Teacher Researcher
Type of Resource: Fact Sheet
Tags: IDA, CRA
Date: 4/20/2017
This edition of Community Developments Investments highlights roles that banks can play through their participation in financial literacy initiatives. The articles describe the following four national initiatives that encourage banks and their community partners to help consumers use their More information...
Audience: Individual Researcher
Type of Resource: Report
Tags: Community-based, financial literacy, asset-building, CRA, banks
Date: 4/20/2017
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
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