JULY 2026 NEWSLETTER
Advisory Support Linked to Greater Retirement Confidence and Lower Stress
Resources that support informed financial decision-making can help workers navigate the complexity of retirement planning with more confidence and less anxiety. The 2026 Employee Benefit Research Institute (EBRI) and Greenwald Research Retirement Confidence Survey offers encouraging news while showing there is still more that can be done to help retirement savers. Among responding employees, 61% of employees say they’re confident they’ll have enough money for retirement, but...
Women and Retirement Savings
Recent research paints an encouraging picture of women’s financial engagement. Most women are actively saving, feel confident about their finances, and prioritize long-term financial security. The data also reveal some opportunities around confidence, strategies, and obstacles that education, guidance, and employer-sponsored benefits can help close. For plan sponsors and advisors, it may be worth considering...
The Boomer Delay - When Employees Don’t Retire “On Schedule”
For many employers, "retirement planning" means compliance obligations and decisions about plan designs and investment lineups. Retirement readiness also has increasingly direct consequences for workforce management, succession planning, and business operations. One demographic trend, in particular, makes this...