Media Coverage
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Press Release October 2006
Increased demand for financial education in the workplace spurs Financial Finesse to expand their team of CFP educators and seek a VP of Financial Education Services
Financial Finesse, Inc., October 2006
Profit Sharing/401k Council of America honors Signature Award Winners for excellence in plan communication and education
Financial Finesse's education and content is honored with two Signature Awards from the Profit Sharing/401k Council of America, for the third consecutive year.
Financial Finesse, Inc., October 2006
Education Provider of the Year
Financial Finesse is honored by Institutional Investor as the Education Provider of the Year.
www.iinews.com, May 2006
Personal Debt Can Drive Employees to Distraction
Employers are beginning to realize the negative effect that debt can have on their workforces, and many are taking action by offering financial education programs.
workforce.com, April 2006
Institutional Investor News Award Nominees: Education Provider of the Year
Finanical Finesse was selected as a nominee for Education Provider of the Year by Institutional Investor News.
www.iinews.com.com, February 2006
Dollar Doldrums: Help Employees Mend
their Money Woes with Financial Services
Workplace financial training comes in a couple of flavors:
It may be similar to coaching, giving targeted advice about an employee's
individual financial goals; or it can be broader, introducing concepts and
techniques such as investing for retirement.
Entrepreneur, January 2006
Cashing Out: Helping Employees with Retirement Plan Distribution Decisions
The baby boomers are starting to retire. Young employees are leaving work
for new jobs or school. Decades apart in age, both face a common decision: what
to do with the money in their employer-sponsored retirement accounts.
Society for Human Resource Management Online, December 2005
2005 Year in Review
A review of 2005's most commonly asked questions and topics from callers to our Financial Helpline.
Financial Finesse, Inc., January 2006
Helping Employees Understand the Pros, Cons of Hardship Withdrawals
Some companies offer hardship withdrawals in lieu of loans against the
retirement plan. Typically, the withdrawal is processed after the employee
requests it with no questions asked. So, how can education be used as a
gatekeeper and to help employees become aware of the pitfalls and their
alternatives?
Best Practices in Compensation & Benefits, December 2005
How a 529 Plan Helps Employees Save Money
Since the early 1980s, college education costs have been rising at double the
rate of inflation. It is no wonder that almost 50 percent of parents with
children under age 18 indicate their number one financial goal is to ensure
their children go to college.
Best Practices in Compensation & Benefits, October 2005
Financial Finesse's Unbiased Approach to Financial Literacy a Hit
with Credit Unions
Education has made all the difference to Financial Finesse CEO Liz Davidson....
"I realized my heart was with the financial education effort and... I wanted to
make it about what consumers need to achieve their goals". The result was the
founding of Financial Finesse in 1999 to provide unbiased financial education
to employees and members.
Credit Union Times, August 2005
Tips to Increase Participation Among Lower-Compensated Employees
If your company failed retirement plan discrimination testing,
or you are concerned that you will, here are some ideas for targeting
lower-compensated employees to increase participation...
Best Practices in Compensation & Benefits, August 2005
RETIREMENT PLAN ADVISOR: Advice to the Masses
Financial Finesse is blazing a trail as the first full-service financial education firm providing unbiased financial education
to its client companies' on everything from retirement planning to credit card debt.
Investment Advisor, July 2005
Farmers Insurance Group FCU Increases New Member Growth
Farmers Insurance Group FCU increases new member growth by 25% with an innovative member education program.
CUES, June 24, 2005
Using Financial Education To Increase 401(k) Participation
Sometimes, the biggest barrier to plan participation is
lack of knowledge. For employees that have little or no experience investing,
a 401(k) plan can be very intimidating. One of the most effective ways of
increasing plan participation is to ensure your employees receive adequate
financial education about your plan.
Best Practices in Compensation & Benefits, June 2005
Financial Education a Direct Route to Member Loyalty, Brand Recognition?
Credit Unions are learning to never underestimate the power of providing financial education.
"Our research has found that most credit unions that are diverting dollars from traditional marketing to
educational efforts have reported great success...establishing themselves as trusted resources where members
can find unbiased answers to their financial questions."
Credit Union Times, May 11, 2005
Retirement Plan Success: A Tale of Three Hospitals
Financial Finesse works with children's hospitals around the country to help them maximize the value of their
retirement plan, manage critical plan design changes, and address employees' financial issues. In all cases,
we've customized the programs to meet the hospital's specific needs and in all cases the hospital's needs and
objectives have been different. Most programs combined live workshops with personalized financial counseling
and coaching. Others incorporated online education to reinforce the learning and reach employees with untraditional
work hours who couldn't attend workshops.
Liz Davidson CEO and Founder of Financial Finesse, May, 2005
Responding to Requests for 401(k) Loans Without Providing Advice
Many employers are faced with this dilemma as employees
use their 401(k) funds to pay down debts, purchase a home, or cover medical
expenses. Offering a loan provision in your retirement plan is an important
feature that provides employees access to their money when they need it.
Best Practices in Compensation & Benefits, April 2005
Financial Education Becomes Workplace Staple
"Low participation in the retirement plan prompted benefits staff at Children's Health System in Birmingham, Ala.,
to ask employees why they weren't saving for the future....That's when the system hurried a financial education
program onto its menu of employee benefits"
Work/Life Today, February, 2005
Debt Problems Top Priority Among Workers
Overall, Davidson says, the demand for workplace education programs is on the rise- for various reasons.....The
company Davidson adds, is looking for more CFP's to create educational content and to interact with clients and
their employees. The company's CFP's work as full-time employees..."It's a job for planners who are passionate
about educating, but don't enjoy the prospecting and selling".
Financial Advisor, March 30, 2005
Member Gateways, Affinity Plus Help PCS Help
CUs Make Mortgages to Credit Impaired Members
"That's why the CUSO has developed a relationship with financial education firm Financial Finesse....He explains that
Financial Finesse gives credit impaired members a written roadmap called "Personal Financial Coaching" that includes a
series of online tools members can use to help restore their credit integrity and a toll-free helpline they can call."
Credit Union Times, March 16, 2005
More Budget and Savings Calls, Less Debt Calls in 2004
Financial Finesse...is reporting that 2004 trends indicate that employees are increasingly taking control over their finances.
PLANSPONSOR.com, March 22, 2005
Saving While There's Time
Sometimes, employees just need to be educated about basic financial planning before they can even
think about signing up for 401(k) programs... Through an educational program offered by Financial Finesse...
Children's Health System's 401(k) participation rate jumped to a much healthier 72 percent.
Human Resource Executive, March 16, 2005
2004 Year in Review
2004 was a watershed year for our Financial Helpline callers. Where we generally see incremental changes in call topics
and questions from year to year, the changes in 2004 were more significant. Taken together, the changes all point to the
same trend: Employees are beginning to take greater control over their finances. They are becoming more proactive about
improving their financial situations and planning for the future.
Financial Finesse, March 2005
Research on How Financial Education Changes Employee Behavior
The survey was sent out 45 days following the launch of a comprehensive financial education program at Arkansas Children�s
Hospital. There was a 60% response rate with 56 employees responding.
Financial Finesse, February 2005
Single-Sponsor CU Credits Educational Seminars With Driving Growth
Many credit unions offer or sponsor financial education workshops for members. But Farmers Insurance Group FCU says its relationship
with one such education provider has helped drive its net member growth.
The Credit Union Journal, January 2005
Financial Helpline: A Growing Employee Benefit
We live in a world where employees� financial issues can have a huge impact on their
company, and vice versa. Where there was once a separation between employees and employers,
now the fates of their finances are inextricably linked.
InFRE, International Foundation for Retirement Education, December 2004
Change Management Easier with Financial Education
Although not much different from recent years, the situation was less than ideal. Employees were lured away with promises
of more pay or better benefits. The recruitment machine chugged along at full capacity. There was constant training for
new hires.
Best Practices in Compensation & Benefits, a publication of Business & Legal Reports (BLR), Inc. Website: www.blr.com, December 2004
Farmers Insurance Group Federal Credit Union: Case Study
Farmers Insurance Group Federal Credit Union (FIGFCU) Increases New Member Growth by 25% with the Help of an Innovative Member
Education Program from Financial Finesse
FIGFCU Case Study, November 16, 2004
Coaching versus classes: how to package financial education
Almost everyone agrees that employees need to learn more about how to save for retirement, but there is little consensus about how to
package financial education to make it compelling for them.
Employee Benefit News, November 2004
Financial Finesse�s Model Education Program Wins Prestigious Award from
The Profit Sharing/401k Council of America
Financial Finesse, one of the nation�s leading providers of
unbiased financial education programs to corporations, announced today that the Financial Finesse
Model Education Program was awarded first place in The Profit Sharing/401(k) Council of America�s
Signature Awards for Complete Campaign under 5,000 Employees. This award recognizes
excellence in the areas of plan communication and financial education.
Press Release, November 9, 2004
Money Matters: Financial Education Makes Headway as an Employee Benefit
5 years ago, financial education wasn't even on the radar for HR executives. In fact, it wasn't even a term. Today,
some of the nation's largest and most prestigious corporations are implementing companywide financial education programs as a new employee benefit.
Workspan, November 2004
Retirement Plan Advisor Roundtable on Financial Education
Financial education is rapidly becoming an emerging employee benefit--one that is either in place or being considered by the nation's most prestigious and innovative companies.
Reprinted with permission from the October 2004 issue of Employee Benefit Plan Review
Education Firm Finds Participant Retirement Planning Focus
Participants calling in to the helpline of a San Francisco-based financial education company during the second quarter of 2004 were more focused on investment planning rather than on withdrawing retirement savings funds.
PlanSponsor.com, September 2004
Financial Seminars Spur Greater Employee Savings
Hospital's focus on worker education helps cut turnover rate almost in half over two years.
Work Life Today, September 2004
Selecting the Right Financial Education Provider
Faced with an aging work force anxious about retirement and concerned about 401(k) participation and
discrimination, more employers are turning to financial education providers for help.
Employee Benefit News, August 2004
Financial Finesse: DC Plans Offer Industries Under Financial Pressure Relief
Financial Finesse has noticed a trend toward the elimination of defined benefit plans in industries under financial pressure.
Defined Contribution News, August 2004
Case Study: Hospital Doubles Retirement Plan Participation
There's been a trend towards live, personalized financial education and away from online content and advice for the last couple
of years, still many have questioned whether financial education really works. Now the numbers are starting to show that this
approach can be remarkably successful if implemented correctly. The Children's Hospital of Pittsburgh partnered with Financial
Finesse and doubled their plan participation in less than a year with a comprehensive, heavily marketed personalized financial
education program available to all benefits eligible employees.
Children's Hospital of Pittsburgh Case Study, July 2004
Financial Finesse: Fewer 401(k) Loan Calls Mean Better Economy
Fewer 401(k) loan calls into Financial Finesse financial education firm is due to an improving economy.
Defined Contribution News, June 2004
New Year Ushers In Financially Optimistic Help Desk Calls
Employees entered the new year with renewed optimism about their financial futures, asking more questions about money management and investing, with fewer crisis calls.
PlanSponsor.com, June 2004
The 401(k) Buy-In
Competing with corporations and government agencies for good staff is not easy. Offering a good benefits package is one tried and true strategy associations use to lure and retain employees and help offset lower pay.
Association Management Magazine: Insurance & Financial Services Directory, March 2004
Help Desk Call Volume Points To Mounting Retirement Concern
Measured by increasing call volume to Financial Finesse's help desks, retirement planning and saving are two issues the aging Baby Boomer population is beginning to sit up and take notice of.
PlanSponsor.com, February 2004
A Penny Saved
Helping employees to help themselves when it comes to finances could earn employers a competitive advantage.
Workspan, January 2004
Documentation critical in ERISA lawsuits
Increasing numbers of ERISA-related lawsuits have brought the issue of corporate responsibility on retirement plans to the top of many organizational agendas.
Employee Benefits News, December 2003
Done Deal: A Touch of "Finesse"
Eliminating confusion over personal investing and corporate perks: Can it really be done?
PlanSponsor.com, November 2003
Member Workshops: The Secrets to Success
According to a recent member education study conducted by Callahan & Associates and Financial Finesse, live workshops are the cornerstone of most credit unions' member education programs.
Creditunion.com, November 2003
Employee Financial Concerns Center on Debt Woes
Nearly half (45%) of all employee calls into Financial Finesse�s Financial Helpline have questions about debt management, but that trend may be starting to wane.
Plansponsor.com, November 2003
Put More Cash in Your Workers' Pocket -- Without Giving Raises
Money's tight: Here's how benefits can help
What's New In Benefits and Compensation, November 2003
Financial Finesse, Madison Retirement Team Up
Financial education provider Financial Finesse has formed a partnership with plan advisory firm Madison Retirement Resources.
Plansponsor.com, October 2003
Financial Education Translates Into Less Stress
Education cannot only be a key to pay satisfaction, it can also serve to increase participation in your company's retirement
plans
This article was written by Lisa Higgins for Best Practices in Compensation & Benefits, a publication of Business & Legal Reports (BLR), Inc. Website: www.blr.com, October 2003
More U.S. firms offer pension investment advice
More U.S. companies are giving employees investment advice as workers build their retirement savings, a recent study found.
SHRM Online, October 2003
Financial Education of Your Members Pays Big Dividends
In an era of unprecedented privacy concerns, learning what your members' need and determining how to best serve them can be very challenging.
Credit Union Tech Talk, May 2003
Companies Step Up to Guide Debt-strapped Workers
More people with mounting debt are turning to their employers for help, and companies are responding by offering workshops, call centers, and online tools to help their employees get a handle on their finances.
The Associated Press, January 2003
Financial Education for Credit Unions: A Win-Win Strategy
There is a way that credit unions can help drive more business to their doors and help their members at the same time: by providing unbiased financial education for your members.
Creditunions.com, January 2003
Think Twice: It's Their Debt But It's Your Problem
Unless you�ve got dead batteries in all your radios, you know what the hot advertisements say these days: "Get Out of Debt."
Workforce, November 2002
Why Now is Perfect Time to get Debt Under Control
Just meeting monthly minimum-payment requirements can be dangerous at a time of rising unemployment and potentially rising interest rates.
Coeinc.org, October 2002
How to Gain Employee Trust in This Tough Economic Market
What employers can do to gain or regain their employees' trust.
Employee Benefits Plan Review, September 2002
Advisory Firms Making New Inroads
Financial education alleviates employees' fears about investing for retirement, earnings woes, and corporate fraud.
Financial Executive, September 2002
Workers' deficit spending requires more education
Perhaps because credit is so easy to get and use, credit card debt reached an all-time high last year.
Employee Benefits News, June 2002
Money Matters
A San Francisco startup offers a service for reducing workplace stress that concentrates on head, heart and hedge funds.
Fast Company, December 2001
The best balance of financial planning
combines online capabilities with the human touch
Employee Benefit News explores financial education solutions including Financial Finesse's comprehensive offering.
Employee Benefit News, December 2001
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