Policy and Advocacy

Contributing to the National Conversation

NEFE provides guidance on financial education policy at the state and federal levels using an effectiveness lens that is based on research and historical data. We do this by:

Driving the conversation on financial education policy

Convening thought leaders on important issues

Working with a variety of advocates and government decision-making entities

Amplifying research-backed efficacy and elevating personal stories

Providing technical input on policy and implementation

  • NOTE: We are a non-lobbying organization and follow private operating foundation parameters when providing testimony. If you would like us to offer testimony on specific legislation, please reach out to [email protected] for guidance on the appropriate procedures.


On June 16, 2010, past NEFE President and CEO Ted Beck testified at a hearing before the U.S. Senate Special Committee on Aging titled “The Retirement Challenge: Making Savings Last a Lifetime.” Beck described NEFE’s initiatives and how they provide a holistic model for preparing for, and managing, income in retirement. Click here for the video and information on the hearing.

On June 25, 2009, NEFE Senior Director Brent Neiser delivered testimony before the U.S. House Financial Services Subcommittee hearing on “Improving Consumer Financial Literacy under the New Regulatory System.” On June 26, 2008, Neiser also testified at a hearing of the U.S. House of Representatives Subcommittee on Financial Institutions and Consumer Credit on “Problem Credit Card Practices Affecting Students.”

On September 28, 2006, past NEFE President and CEO Ted Beck spoke before a U.S. House of Representatives Subcommittee on “Improving Financial Literacy: Working Together to Develop Private Sector Coordination and Solutions.”

Comment Letters

On June 21, 2011, NEFE responded to a request for comment on the effectiveness of existing private and public efforts to educate investors.


On August 18, 2015, NEFE responded to the U.S. Department of Labor’s Advisory Council on Employee Welfare and Pension Benefit Plans (ERISA) request for information on Helping Participants Make Informed Decisions in Risk Transfer Transactions.  View the response here.

Task Forces and Commissions

Past NEFE President and CEO Ted Beck appointed as Council member and chair of research and evaluation subcommittee. The 15-member bipartisan Council presented its final report of recommendations to President Obama on February 19, 2013. Click here for more on the Council.


Past NEFE President and CEO Ted Beck appointed as Council member and chair of outreach committee. In 2008, the Council issued its report to the president.


Stay Connected

Get the latest updates and information about research opportunities from NEFE.

Back to Top