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From a Single Email to Financial Security: An Employee’s Financial Wellbeing Journey and Lessons We Can All Learn

By Lori Lucas, CFA, President and CEO, Employee Benefit Research Institute How much difference can an email make when it comes to employee financial wellbeing? A lot — if done right — we learn. Following is the story of an employee whose financial situation took a dramatic turn for the better after she received an … Continue reading From a Single Email to Financial Security: An Employee’s Financial Wellbeing Journey and Lessons We Can All Learn

Breaking Down the Barriers to Retirement Savings of Minority Workers

The Untold Story of Affluent Minorities: Insights by Jen Auerbach-Rodriguez At the American Savings Education Council’s Virtual Spring Partners Meeting, we tackled the topic of Savings and Diverse Communities. We called on experts in academia, the financial industry, and policy circles to highlight research on savings opportunities and trust in financial institutions within minority communities. … Continue reading Breaking Down the Barriers to Retirement Savings of Minority Workers

Breaking Down the Barriers to Retirement Savings of Minority Workers

Listening Is Key: Insights by Reilly White At the American Savings Education Council’s Virtual Spring Partners Meeting, we tackled the topic of Savings and Diverse Communities. We called on experts in academia, the financial industry, and policy circles to highlight research and findings that identify barriers to savings opportunities and trust in financial institutions within … Continue reading Breaking Down the Barriers to Retirement Savings of Minority Workers

10 Things Those Who Don’t Get the Saver’s Credit Don’t ‘Get’ About the Saver’s Credit

It has been 20 years since Congress created the Saver’s Credit to help low- and moderate-income workers who contribute to a retirement plan. Since then, there have been ongoing efforts to expand the Saver’s Credit. Even so, the Saver’s Credit remains a poorly understood benefit for retirement savers.   In this entry in the American … Continue reading 10 Things Those Who Don’t Get the Saver’s Credit Don’t ‘Get’ About the Saver’s Credit

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The mission of EBRI’s Financial Wellbeing Research Center is to harness data — both empirical and survey — to understand the impact of employer financial wellbeing programs on employees.