Money Crunch!

Making the Research Case for Worksite Financial Education Research

2007 Corporate Social Responsibility: United States, Australia, India, China, Canada, Mexico and Brazil; A Pilot Study. 2007. Society for Human Resource Management.

Adams, T. 2008. The ROI Calculator. Wellness Council of America. Found online at: http://www.welcoa.org/freeresources/pdf/aa_roi_calculator2.pdf?PHPSESSID=cef7c1ffaa75ac9f08be6872d9e810de

Agnew, J. R., Szykman, L., Utkus, S. P., & Young, J. A. 2007. Literacy, Trust and 401(k) Savings Behavior. Center for Retirement Research, Boston College. Found online at: http://escholarship.bc.edu/cgi/viewcontent.cgi?article=1154&context=retirement_papers

Bayer, P. J., D. Bernheim and K. Scholz. 1996. The Effects of Financial Education in the Workplace: Evidence from a Survey of Employers. NBER Working Paper No.5655, National Bureau of Economic Research. Found online at: www-econ.stanford.edu/faculty/workp/swp96011.pdf

Bernheim, Douglas and Daniel M. Garrett. 1996. The Determinants and Consequences of Financial Education in the Workplace: Evidence from a Survey of Households. NBER Working Paper No. 5667. National Bureau of Economic Research. Online at: www-econ.stanford.edu/faculty/workp/swp96007.pdf

Crane, Mary. 2006. To Train Or Not To Train? Forbes.com. Found online at: http://www.forbes.com/2006/12/04/hewlett-packard-general-electric-microsoft-ent-hr-cx_mc_1204training.html

Employee Financial Stress is Costing Your Company a Bundle--And How You Can Stop It Now!. 2005. Financial Literacy Partners. Found online at: http://www.finlitinc.com/images/Employee_Financial_Stress_is_Costing_Your_Company_A_Bundle.pdf

Financial Services Authority. 2004. Financial Capability: Consumers' Views on Developing their Financial Capability through Schools and Workplaces. Consumer Research 27. Found online at: www.fsa.gov.uk/pubs/consumer-research/crpr27.pdf

Fiscally Fit. 2007. Absolute Advantage: The Workplace Wellness Magazine. Found online at: http://www.welcoa.org/freeresources/pdf/aa_apr07.pdf?PHPSESSID=cef7c1ffaa75ac9f08be6872d9e810de

Garman, Thomas. 1997. Personal Finance Education for Employees: Evidence on the Bottom Line Benefits. Financial Counseling and Planning, Vol. 8, No. 2. Found online at: http://www.inchargefoundation.org/files/138/personal_finance_education_employees_benefits.pdf

Garman, E. Thomas, Daniel Young and Harry Love. 2000. Successes in Workplace Financial Education. Consumer Interest Annual, vol. 46. Found online at: consumerinterests.org/files/public/successes.pdf

Gramlich, Edward. 2004. Workplace Financial Education. Remarks made at the second meeting of the Financial Literacy and Education Commission, Washington, D.C. Found online at: www.federalreserve.gov/BoardDocs/Speeches/2004/20040520/default.htm

Joo, So-hyun. 1998. Personal Financial Wellness and Worker Job Productivity (Doctoral dissertation, Virginia Polytechnic Institute and State University, 1998). Found online at: http://scholar.lib.vt.edu/theses/available/etd-4198-155242/unrestricted/FRONTM_1.PDF

Lusardi, Annamaria. 2004. Saving and the Effectiveness of Financial Education, Pension Research Council Working Paper No. 2003-14. The Wharton School: University of Pennsylvania, Philadelphia. Found online at: rider.wharton.upenn.edu/~prc/PRC/WP/WP2003-14.pdf

Steeves, Brye. 2006. Putting the Pieces in Place: Financial Education in the Workplace, Is It Good for the Bottom Line?. TEN, Issue Summer 2006. Found online at: http://www.kansascityfed.org/publicat/TEN/pdf/Summer06FinancialEd.pdf