Financial Wellness for State and Local Employees: Quick Reference Guide


This quick reference guide is offered to outline: (1) what is meant by financial wellness (sometimes referred to as financial literacy or financial education); (2) what topics are included in employer-provided financial wellness programs; (3) what formats are typically used to offer and communicate program content; (4) what barriers employers must address and overcome in order to implement effective programs; and (5) how programs can be evaluated.  It was developed in partnership with the National Association of State Treasurers Foundation and the International Public Management Association for Human Resources, with support from the Wells Fargo Foundation.

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