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.

Request this White Paper

Please fill out all of the forms below to have this white paper(s) emailed directly to you.

Acknowledgment and Acceptance of Terms.
By signing up for our newsletters and updates, you acknowledge that you have read, understand, and agree to our Terms of Use and to the use of your Personal Information in accordance with our Privacy Notice and Cookie Policy.

Your request was successfully sent. You should receive your email shortly.

< Back to Insights & Publications
Discover more Insights & Publications  |  Read more in the Lockton Newsroom  |  See our Client Stories
Read more in the Lockton Newsroom
See our Client Stories