NEFE Is at the Table

“Wherever financial literacy is being promoted, we want to be there.” 
     -Ted Beck, NEFE President & CEO

What NEFE Is

  • We are a national leader – a nonprofit organization with 501(c)3 status – devoted to furthering financial literacy. As part of that, we provide thoughts and opinions on issues of public policy related to financial education.
  • NEFE has a highly visible profile, which allows us to help shape public policy on this vitally important issue. 


  • NEFE is NOT a membership organization or a lobbying group.
  • NEFE does not necessarily endorse any group with whom we associate on a given initiative. Instead, we work toward goals – often, common goals – with like-minded organizations.

NEFE’s Various Public Policy Activities:

We provide testimony.

We serve on task forces and commissions.

We sponsor conferences, symposia, and other events, as well as produce white papers  on financial literacy issues. These are just a few:

  • The State of Financial Literacy in America
  • The Debt Cycle: Using Payday Loans to Make Ends Meet
  • Long-Term Care: Our Next National Crisis
  • NEFE Retirement Income Think Tank 

We speak and participate at many events. Here are a few:

  • May 2006: Disasters and Financial Planning
  • July 2006: National Council of La Raza Conference
  • August 2006: National Credit Union Administration

We’ve worked with many groups, including:

  • The General Accountability Office
  • U.S. Department of Labor
  • Securities & Exchange Commission
  • Numerous think tanks
  • U.S. Department of Education
  • U.S. Department of The Treasury
  • Social Security Administration