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• Featured Employer
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  • Meredith's Financial Wellness Initiative
  • Exemplary Employers

About Us

• Board of Directors
  • Judith N. Cohart, President
  • Dr. Jinhee Kim, Vice President
  • David L. Wray, Board Member
  • Dr. Sharon A. Burns, Board Member
  • Dorothy B. Durband, Ph.D., AFC, Secretary
  • Janet Parker, SPHR, EVP, Human Resources, Board Member
• Research
  • Dr. Aimee D. Prawitz, Director of Research
  • Jamie Richter, Research Assistant
• Advisory Counsil
• About PFEEF

Key Questions

Customized Services

Academic Research

• Employee Financial Distress
• Health and Personal Finances
• Value to Employers
• Retirement Preparation
• Credit Counseling Helps
• Financial Literacy Education
• Dr. Aimee D. Prawitz, Director of Research
• Online PFW Data Collection

Industry Research

• MetLife Finds Employee Financial Wellness a Growing Global Concern for Employers
• Retirement Preparedness Research Report
• 2011 Financial Stress Research
• Financial Wellness and Health Care Costs
• Financial Education in the Workplace Survey Findings
  

Press

• Press Releases
• Media Citations

Contact Us

PFW Scale™

• Research Article on PFW Scale™ Development, Administration, and Score Interpretation
• Research Article on PFW Scale™ Validity and Reliability
• Sample Questions & Scores from PFW Scale™
• Scale Uses and Policies (PDF)
• Permission Form (Submit online)

ROI Model

• ROI Research Options and Description of Services
• Return on Investment Model (ROI) (PDF)
• ROI Calculator™
  

Quality Providers

• Table listing all U.S. Quality Providers
• Workshops and Seminars
• Online and DVD Education
• Financial/Retirement Advice
• Financial Tools and Information
• Money Coaching
• Credit Counseling/Bankruptcy Education
• Certifications
• Providers (Non-United States)
• Quality Providers Criteria

Resources

• PFEEF is a member of
• Certification Programs
• Personal Finance Topics
  • Money Management
    • Consumer Reports
    • How to cut your expenses
    • Money 101 (Money Magazine)
    • MSN.Money
    • Rutgers Cooperative Extension Money and Investing
    • Smart About Money (National Endowment for Financial Education)
    • Women's Institute for Financial Education (WIFE)
  • Credit
    • Annual Credit report
    • Association of Independent Consumer Credit Counseling Agencies
    • National Foundation for Consumer Counseling
    • PowerPay© "Debt Reduction Analysis" (Utah State University Cooperative Extension)
  • College Savings Plan
    • www.savingforcollege.com
    • www.collegesavings.com
  • Investing
    • Investment Company Institute
    • Investing For Your Future (Cooperative Extension System basic investing home study course)
    • National Association of Investors Corporation (NAIC)
  • Retirement
    • America Saves
    • American Savings Education Council/ Choose to Save Partnership
    • Financial Security in Later Life (Cooperative Extension System)
    • Guidebook to Help Late Savers Prepare for Retirement
    • Planning For a Secure Retirement (Purdue University Cooperative Extension)
    • Retirement Personality Profiler (American Savings Education Council)
    • Save For Your Future
  • Financial Literacy
    • InCharge Education Foundation COPET Scale (InCharge Education Foundation)
    • Personal Financial Wellness Scale™ (Personal Finance Employee Education Foundation)
    • Rutgers Cooperative Extension Financial Fitness Quiz
  • Government
    • Federal Citizen Information Center
    • Federal Trade Commission
    • Financial Literacy and Education Commission
    • Social Security Administration
    • U.S. Savings Bonds
    • U.S. Securities and Exchange Commission
  • Foundations, Institutes and Centers
    • Institute of Consumer Financial Education
    • National Endowment for Financial Education (NEFE)
  • Professional and Trade Associations
    • Association for Financial Counseling and Planning Education
    • Profit Sharing/401k Council of America
  • Calculators and Websites
    • Click here for more than 150 websites

Tools for Your Use

• Provider Brochure
• Employer Brochure
• Draft Power Point Presentation for Employers
• The Case for Financial Education at the Workplace

Exemplary Employers

• Anonymous Employer
• CF Industries
• MBNA Corporation
• McDonald's
• McLeod Health
• Meredith
• U.S. Navy
• Weyerhaeuser
• Criteria for PFEEF's Exemplary Employers (PDF)
• Exemplary Employer Application (PDF)
• "Motivating Employees to Change" (PDF)

Financial Wellness Blog

How You Can Help

• Donor Form (PDF)

Privacy

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Address:
Personal Finance Employee Education Foundation 9402 SE 174th Loop Summerfield, FL 34491