Employer-Based Financial Wellness Programs in Wisconsin: Survey Findings

In late 2021 into early 2022, the Wisconsin Department of Financial Institutions (DFI) surveyed Wisconsin employers on behalf of the Adult Health and Workplace Financial Literacy Committee of the Governor’s Council on Financial Literacy and Capability. The purpose of the survey was to learn more about employer-provided financial wellness programs in the State. The Committee, chaired by Jeff Grothman, partnered with DFI and the Center for Financial Security (CFS) to develop and administer an online survey via Qualtrics. The 2021-2022 survey was based on an earlier survey launched in 2012 by the Workplace Financial Literacy Committee. The report with survey findings and recommendations is now available to download and view.

University of Wisconsin-Madison’s Center for Financial Security Awarded $3.1 Million for Research to Help Economically Vulnerable Families

The U.S. Social Security Administration is funding 15 major research projects investigating retirement and disability topics surrounding racial wealth, children and families, and the economic security of older adults.

The University of Wisconsin-Madison’s Center for Financial Security (CFS), as part of the Retirement and Disability Research Consortium (RDRC), has been awarded a fifth year of funding for $3.11 million from the U.S. Social Security Administration (SSA).

One of just four such centers in the country supported by the SSA, the UW-Madison’s CFS focuses  on the financial well-being of economically vulnerable families, households of color, older adults, people with disabilities, low-wealth households, and children.

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