1. November 2, 2009 SHRM Poll: Assistance Organizations Offer to Help Employees Manage Their Financial Resources

4. What are companies doing to help employees manage their financial resources effectively for a lifetime of financial well-being? 4

5. What financial education topics are available to your employees? 5 n = 255 * For example ,budgeting, paying for education, debt reduction or credit card use, homeownership, taxes, etc. Note: Asked only of respondents who said their organizations offered financial education. Percentages do not total 100% as respondents were allowed multiple choices.

6. Have you conducted a needs assessment (e.g., surveys, focus groups, etc.) to determine what topics or delivery methods of financial education would be most beneficial to your employees? 6 n = 253 Note: Asked only of respondents who said their organizations offered financial education

7. How do you provide financial education to your employees? 7 n = 256 Note: Asked only of respondents who said their organizations offered financial education. Percentages do not total 100% as respondents were allowed multiple choices.

9. What is the primary personal financial concern of your employees? 9 n= 181 Note: Asked only of respondents who said their organizations offered financial education. Excludes respondents who answered “not sure.”

10. As you plan your budget for next year (2010), have you requested or are you requesting funds for financial education? 10 n = 253 Note: Asked only of respondents who said their organizations offered financial education.

11. Have your financial education initiatives faced any obstacles? 11 n = 256 Note: Asked only of respondents who said their organizations offered financial education.

12. What is the biggest obstacle your financial education initiatives face today? 12 n = 171 Note: Asked only of respondents who said their organizations’ financial education initiatives faced obstacles.

13. Results by Companies That Did Not Offer Financial Education to Employees 13

14. Does your organization have plans to provide financial education to your employees within the next 12 months? 14 n = 145 Note: Asked only of respondents who said their organizations did not offer financial education.

15. What is the biggest obstacle preventing your organization from providing financial education in the workplace? 15 n = 132 Note: Asked only of respondents who said their organizations did not offer financial education and had no plans to provide financial education within the next 12 months.

16. Demographics: Organizational Industry 16 n = 398 Note: Percentages do not total 100% due to rounding.

17. Demographics: Organizational Industry (Continued) 17 n = 398 Note: Percentages do not total 100% due to rounding.

18. Demographics: Organizational Sector 18 n = 397 Note: Percentages do not total 100% due to rounding.

19. Demographics: Organization Staff Size 19 n = 368

20. Demographics: Organization Region 20 n = 391 Note: Percentages do not total 100% due to rounding.

21. Demographics: Organization Operations Location 21 n = 397

22. SHRM Poll: Assistance Organizations Offer to Help Employees Manage Their Financial Resources. Methodology Response rate = 17% Sample comprised of 401 randomly selected HR professionals from SHRM’s membership Margin of error is +/- 4 Survey fielded October 15 - October 22, 2009 22