Greenwald Research

In our latest blog post, we explore the idea that "Retirement" has evolved, as some look at this period as a time to do work that’s meaningful for them instead of only leisure. Read more on this evolution and considerations in planning for it: greenwaldresearch.com/the-evolution-…

Join us for our next coffee break this Friday about consumers' thoughts, needs, expectations, and concerns on Social Security. RSVP: us02web.zoom.us/meeting/regist… #GreenwaldResearch #research #coffeebreak #webinar #socialsecurity #retirement #retirementincome #economy #medicare

If you lead a not-for-profit industry group or association in the health and wealth space, you can leverage research to better engage with your members, and Greenwald Research can help: smpl.is/a2p4j #nonprofit #associations #consulting #partnership #memberengagement

A proven process for choosing retirement income options, the ability to offer more than one option, and proof that #employers offering those options haven’t had legal headaches would raise DC plan sponsors’ comfort with adding #RetirementIncome options: smpl.is/a1qwo

Only 1 in 4 DC plan sponsors have #RetirementIncome options in place. Majorities of sponsors are concerned about the options’ complexity, associated #fees and the reputation of #annuities and guaranteed-income-for-life products. Read more: smpl.is/a1qwh

When is the 'right time' to start #retirement planning with clients? The stakes are clear—more than two-thirds of financial professionals admit they’ve regretted not starting earlier with clients. Learn about sponsoring the 2025 Retiree Insights Program: smpl.is/a1qvi

What's the best retirement income option for #employees? Defined contribution #PlanSponsors favor in-plan options that include guaranteed income for life. See more in the 2024 In-Plan Insights Program release: smpl.is/a1qv5 #inplanincome #retirement #dcplans #401k #GLI

Our In-Plan Insights Program #survey of DC plan participants shows that they're equally split on their preference for a completely automated #RetirementIncome product experience. See more in the 2024 In-Plan Insights Program release: smpl.is/a1qv3

What do you need most from a financial product or investment right now? We asked pre-retirees and retirees, and their top three priorities are: 🔒 Loss protection, 📈 Maximum growth potential, and💲 Guaranteed lifetime income. Learn more Retiree Insights: smpl.is/a1bcp

What do #employees find most appealing in a #retirement income option in their #DCplans? Lower fees, #inflation-adjusted income, and ease. See more in the 2024 In-Plan Insights Program release: smpl.is/a1f4p #research #401k #inflation #investmentgrowth

An overwhelming majority of workers participating in employer-sponsored retirement plans – 86% – want their employers to offer retirement income plans, with two or three income options. See more in the 2024 In-Plan Insights Program release: smpl.is/a1bcy

Last chance to register: Today at 11:00AM ET, take a quick break with us as we discuss findings from the 2024 Workplace Wellness Survey. Don't miss it: smpl.is/a115d

For the first time, a majority of #retirement plan participants say #employers have responsibility for #retirees' long-term financial security and should help them generate retirement income or a withdrawal strategy. See more: smpl.is/a115b

The 2025 Workplace Wellness Survey, conducted in partnership with @EBRI, is open for sponsorship! This year, we'll have a special focus on Black Americans' experiences and how they compare with their non-Black counterparts. Learn more: smpl.is/a0x7t

Sending wishes for an impactful Martin Luther King, Jr. Day! Let's pay tribute to his legacy by advocating for equality, justice, and kindness. #MLKDay

The Generational #Wealth Transfer Study is one of the newest opportunities to gain more insight into the thoughts, processes, and challenges #consumers and #advisors face as aging #parents transfer their wealth to their adult children. Learn more: smpl.is/a0h09

Our NEW #Retiree #Health Insights Program is a multi-phase research opportunity that explores how pre-retirees and retirees plan for and utilize #healthcare in #retirement, as well as how advisors, agents, and brokers support them. Find out how to sponsor: smpl.is/a0h07

Next Friday, join us as we discuss key results from the 2024 Workplace Wellness Survey. RSVP now: smpl.is/a0jd0 #GreenwaldResearch #research #coffeebreak #webinar #workplacewellness #employeebenefits #financialwellness #debt #pto

Time is running out: Sponsor the 2024 Retiree Insights Program or the 2024 In-Plan Insights Program by January 31, 2025 to obtain special early-bird pricing. Contact us for more information about one or both of the #research programs: smpl.is/a0gyt #retirementresearch

If life insurance is to become a true #IncomeReplacement solution, the benefit should be paid as an income over a lump sum, and the word "face amount" should be removed from our vocabulary. This will make it simpler to use and understand for beneficiaries: smpl.is/a06dv