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In collaboration with the Center for State and Local Government Excellence (SLGE), the National Association of State Treasurers' Foundation (NASTF), and funded by Wells Fargo, we have awarded a total of $1.4 million in grants to 24 local and state jurisdiction to establish or improve their financial wellness programs.

 

Upcoming Webinar

  • 1career-bPanel Discussion: Public Sector Financial Wellness Programs in Action 

    July 15, 2021, 1 PM EDT

    Join us for a FREE webinar highlighting three public agency's Financial Wellness programs. Speakers from each agency will discuss how the grant has helped start, grow, and enhance their employee financial wellness programs, as well as sharing the successes and challenges they have encountered.  

HR News Magazine

A collection of relevant articles from our monthly publication. The HR News Magazine is a member-only benefit. To access these articles, log in with your account or join now.

Resources

A collection of financial wellness resources, webinars, and links to support your organization's financial wellness program.

Six Financial Life Stages

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Learn more about the six financial life stages and the reccomended financial wellness educational topics relevant to that stage. The six stages include:

  1. Preparing for the Workforce
  2. Starting a Career
  3. Career Building

4. Mid-Career
5. Pre-Retirement
6. Retirement

The Promise of Financial Wellness: The Battle to Deliver

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Summary of report exploring the trends driving financial wellness strategies as well as the objectives and core components of these solutions. The research is based on 25 in-depth interviews with a variety of financial wellness providers in the wealth management, defined contribution retirement plan, banking, healthcare, and employee benefits markets.

Other Resources

Congratulations to the Grant Awardees!

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    Central Carolina Community College

    Sanford, NC

  • Allen, TX

    City of Allen, TX

    Allen, TX

  • Cleveland, OH

    Department of HR - Wellness Works!

    Cleveland, OH

  • Columbus, OH

    City of Columbus, OH

    Columbus, OH

  • Elizabeth City, NC

    City of Elizabeth City, NC

    Elizabeth City, NC

  • Moreno Valley, CA

    City of Moreno Valley, CA

    Moreno Valley, CA

  • City of Peoria, AZ

    City of Peoria, AZ

    Peoria, AZ

  • Ridgefield, WA

    City of Ridgefield, WA

    Ridgefield, WA

  • Roanoke, VA

    City of Roanoke, VA

    Roanoke, VA

  • West Columbia, SC

    City of West Columbia, SC

    West Columbia, SC

  • Economic Empowerment Trust Fund, Office of the Massachusetts State Treasurer

    Economic Empowerment Trust Fund

    Commonwealth of Massachusetts

  • Finance Authority of Maine

    Finance Authority of Maine

    State of Maine

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    Government of the District of Columbia

    Washington, DC

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    Iowa Insurance Division

    Des Moines, IA

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    Lewis and Clark County, MT

    Helena, MT

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    Milwaukee County Transit System, WI

    Milwaukee, WI

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    Montgomery County Intermediate Unit

    Norristown, PA

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    Nebraska State Treasurer's Office

    Lincoln, NE

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    Office of the Illinois State Treasurer

    Springfield, IL

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    Pennsylvania Treasury

    Harrisburg, PA

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    San Diego County Water Authority, CA

    San Diego, CA

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    State of Wisconsin Employee Trust Funds and the Department of Financial Institutions

    Madison, WI

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    Town of Victor, NY

    Victor, NY

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    University of Virgin Islands Employee Financial Literacy Program

    St. Thomas, VI

For more Financial Wellness Tools visit: nast.org/financialwellness

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