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American Express Provides Financial Education and Planning Services to McDonald's Employees.

Business Editors & Banking/Finance Writers


American Express Retirement Services announced today that it has renewed its agreement to provide Financial Education and Planning Services to employees of McDonald's Corporation (NYSE:MCD). The program for McDonald's, headquartered in Oak Brook, Ill., consists of a number of tools and services, including a broad range of on-site financial education seminars, educational materials, online tools and more. The program is being rolled out as part of an agreement by McDonald's to enhance their workplace financial education opportunities for employees.

The main program consists of seminars specifically designed for McDonald's employees covering:
-- Core financial topics such as goal-setting, net worth, cash flow and tips for reducing taxes

-- Investment strategies - risk tolerance, diversification and asset allocation

-- Paying for children's college education

-- Achieving financial flexibility

Employees also have access to Financial Ed.'s Internet-based interactive planning tools and educational articles and can register directly for on-site seminars using the Web.

"We are pleased to be offering our financial education services to McDonald's employees," said Rusty Field, vice president of American Express's Financial Education and Planning Services unit. "By offering this program, McDonald's Corp. is demonstrating a strong commitment to the financial well-being of its employees that will enhance its ability to recruit and retain high quality employees."

American Express' Financial Education & Planning Services delivers comprehensive financial education programs to organizations ranging from small businesses to Fortune 500 corporations. The program also can include executive compensation and employee stock options, retirement plan education and after-tax investing options. Financial Education & Planning Services provides Web, phone, print and face-to-face education, guidance and advice to more than 2 million employees nationwide. For more information on Financial Education & Planning Services visit

American Express' Financial Education & Planning Services is part of American Express Retirement Services, a service group of American Express Financial Advisors. American Express Retirement Services is a provider of services for defined contribution and 401(k) plans with total combined assets of more than $31 billion and a participant base of more than 1.2 million as of December 31, 2001. To find out more about American Express Retirement Services visit

American Express Financial Advisors is a provider of financial advisory services and investment programs for more than 2.3 million clients and have been helping people with financial goals for over 100 years.

Registered investments and financial planning services are offered through American Express Financial Advisors Inc., Member NASD. American Express Company is separate from American Express Financial Advisors Inc. and is not a broker-dealer. Retirement plan and trust related services are offered through American Express Trust Company.
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Comment:American Express Provides Financial Education and Planning Services to McDonald's Employees.
Publication:Business Wire
Geographic Code:1USA
Date:Aug 2, 2002
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