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Webcasts  >  Upcoming   |   Recorded
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View More EBRI [Employee Benefit Research Institute] Webcasts and Conferences

Retirement Confidence Survey Findings: Financial Wellness & The Impact of Debt

EBRI [Employee Benefit Research Institute]

July 28, 2020
Recorded Online

The Retirement Confidence Survey is the longest-running survey of its kind, measuring worker and retiree confidence about retirement, and is conducted annually by the Employee Benefit Research Institute (EBRI) and independent research firm Greenwald & Associates. Now in its 30th year, the survey also asks about retirement preparations, as well as understanding of the various issues impacting retirement, and products designed to prepare Americans for retirement.

This webinar will discuss the share of workers and retirees who consider debt to be a problem, and its impact on retirement confidence and one’s ability to save for retirement. Overall debt levels for those of different ages will be presented and we'll discuss what is likely to happen with debt after the COVID-19 pandemic.

In addition to saving for retirement, having one’s overall finances in order helps prepare workers for retirement, and allows retirees to better navigate their finances once in retirement. Consequently, many employers are adding financial wellness programs to their benefit offerings. The RCS asked workers about their opinions on financial wellbeing programs and their impact on retirement planning. These reflections, and the impact that financial wellness programs can have in helping workers better handle their overall finances, will discussed. The speakers will also provide their experiences with clients that have these programs, and their clients areas of focus since the COVID-19 pandemic.

Moderator: Chantel Sheaks, Executive Director, Retirement Policy Employment Policy Division, U.S. Chamber of Commerce


  • Craig Copeland, Senior Research Associate, EBRI
  • Neil Lloyd, Head US Defined Contribution & Financial Wellness Research, Mercer
  • Lorna Sabbia, Managing Director, Head of Retirement and Personal Wealth Solutions, Bank of America

Follow-Up Q&A

More Information, How to Register

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