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Planning for Retirement: From Awareness to Wellness

Planning for Retirement: From Awareness to Wellness

This brief, based on National Retirement Risk Index (NRRI) research, explores how employers can play a role in improving their employees’ financial health through wellness programs that help employees self-assess their retirement preparedness.
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Customizing benefits plans to improve outcomes

Customizing benefits plans to improve outcomes

This first in a series of articles, originally published on LifeHealthPro.com, encourages employers to think holistically about how their benefit offerings will help produce desired workforce outcomes, such as retirement readiness and productivity, for a given benefits budget.
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Protection during working years impacts retirement outcomes

Protection during working years impacts retirement outcomes

This second in a series of articles, originally published on LifeHealthPro.com, details how the right protection offerings can help employees avoid withdrawing retirement savings or halting DC plan contributions due to a disability, critical illness, or accident.
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Excessive coverage levels may be counterproductive

Excessive coverage levels may be counterproductive

This third in a series of articles, originally published on LifeHealthPro.com, explores balance employers must manage when optimizing their benefit offerings: a lack of protection may hurt retirement outcomes while overly generous coverage may also have unintended adverse consequences.
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The Power of Plan Wellness

The Power of Plan Wellness

Financial wellness is top of mind for many defined contribution plan sponsors who recognize that having participants who are financially secure benefits sponsors and participants alike. This paper highlights the relationship between plan wellness and retirement readiness and provides a framework to help sponsors and their advisors balance participant outcomes with cost efficiency.
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Social Security Benefits: What Married Couples Approaching Retirement Need to Know

Social Security Benefits: What Married Couples Approaching Retirement Need to Know

Outlines Social Security benefits and claiming strategies available for married couples to help maximize retirement income.
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The Longevity Connection: Prudential’s Perspective on the Stanford Sightlines Project

The Longevity Connection: Prudential’s Perspective on the Stanford Sightlines Project

This paper, based on research from the Stanford Center on Longevity’s Sightlines Project, provides Prudential’s perspective on the interdependencies between three domains (financial security, healthy living, and social engagement), and how improved behaviors in one domain may help Americans live longer, healthier lives.

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2016 Retirement Preparedness Survey Findings

2016 Retirement Preparedness Survey Findings

This 2016 Retirement Preparedness research provides an understanding of how individuals are saving, the obstacles they're facing, and overall sentiment toward reaching their retirement goals.
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Hospital M&A Activity - A Window of Opportunity to Tackle the Talent Conundrum

Hospital M&A Activity - A Window of Opportunity to Tackle the Talent Conundrum

This article, originally published in hfm Magazine, examines how increased incidences of mergers and acquisitions in the hospital sector can be an optimal time for healthcare organizations to update employee benefit offerings to strategically strengthen their workforce management capabilities.
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What Divorced Individuals Approaching Retirement Need to Know

What Divorced Individuals Approaching Retirement Need to Know

Outlines Social Security claiming strategies for divorced individuals who may be entitled to receive spousal and survivor benefits, based on the work record of his or her former spouse.
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Paying for College - A Practical Guide for Families 2016 Edition

Paying for College - A Practical Guide for Families 2016 Edition

Updated with new information based on the October 1, 2016 FAFSA filing changes, this guide helps families understand the different options available to fund a college education without jeopardizing the long-term financial security of parents or students.
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What Widows and Widowers Approaching Retirement Need to Know About Claiming Social Security Survivor Benefits

What Widows and Widowers Approaching Retirement Need to Know About Claiming Social Security Survivor Benefits

Outlines claiming strategies for those who are entitled to both their own worker benefit and a survivor benefit to help maximize the potential lifetime retirement income that Social Security provides.
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Innovative Strategies to Help Maximize Social Security Benefits - Updated 2016 Edition

Innovative Strategies to Help Maximize Social Security Benefits - Updated 2016 Edition

Features Social Security claiming strategies following the Bipartisan Budget Act of 2015, focusing on ways to reduce taxes and create larger streams of Social Security income for those who are married, divorced, or widowed.
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Institutional Investments Research

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