Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Institute Identifies Seven Characteristics of Effective Financial Education Programs
Workforce Management Jan. 9, 2005
Excerpt: There must be a clearly articulated mission, defining values, priorities and goals. Companies that want to offer financial education for women--or employees in general--might want to consider the characteristics of successful programs identified by the nonprofit Institute for Socio-Financial Studies in Middleburg, Virginia. The institute developed a list of effective practices from its study of 90 companies and organizations.
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