White Paper / Retirement
Despite years of bull markets, employees remain financially stressed

Lockton Retirement re-visited a research study from 2016 to see how workers attitudes about finances, stress and workplace benefits had changed.  Some of the findings proved surprising, including:

  • After two years of strong stock market returns, people are significantly more likely to say they are in excellent financial health and ahead of schedule in saving for retirement than they were in 2016.
     
  • Despite this optimism, however, they also report significantly more stress, especially financially related stress, driven primarily by growing debt.
     
  • Savings-related benefits like 401(k)s and health savings accounts (HSAs) help employees feel better about their financial well-being, but the data indicate many either do not fully understand the benefit or have overestimated their success using it.
     
  • Workers struggling with finances are significantly more likely to be absent, unproductive while at work, and seeking treatment for anxiety.

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