Lifetime Financial Security
Enhancing Retirement: Advancing Lifetime Income for All
Enhancing Retirement: Advancing Lifetime Income for All
This Finance pillar workstream identifies systemic problems, public policies, and individual behavior that contribute to lower levels of financial security over time and into retirement and advances strategies and solutions that encourage and enhance long-term saving. Among other things, the workstream focuses on financial knowledge and engagement, early saving, longer working lives, stamping out inequities in saving and investing, helpful FinTech and innovative products, and access to retirement savings plans. We aim to ensure that everyone has the financial resources to live the life of their choice over time.
Shifting the Retirement Paradigm: Moving toward Lifetime Financial Security
This executive summary of the Milken Institute’s report, Shifting the Retirement Paradigm: Moving toward Lifetime Financial Security, provides an overview of all the topics and issues covered in the comprehensive, research report for easy reference.
The EBRI-Milken Institute Retirement Symposium
The Lifetime Financial Security Program has an ongoing partnership with the Employee Benefits Research Institute (“EBRI”). Each year, we host the EBRI-Milken Institute Retirement Symposium, focusing on a variety of policy and practice issues related to retirement savings issues such as: inequity in financial stability and long-term savings; research related to retirement confidence and saving behavior of individuals; potential policy changes that will enhance retirement savings; FinTech solutions that facilitate savings; access to retirement savings accounts; the use of AI by financial firms; and new products and solutions leading to lifetime income for all Americans. Participants include top leaders in retirement savings from the financial services industry, retirement experts, and policymakers.
Lifetime Financial Security
Related Content
-
Our Afternoon with Gloria Steinem
The Lifetime Financial Security Program was pleased and honored to be invited to lead a private Talking Circle with feminist icon Gloria Steinem at her home in New York City during International Women’s Month in March to discuss the...Read ArticleImage
Cheryl L. Evans, JD
Director, Lifetime Financial Security, Milken Institute FinanceCheryl L. Evans, JD, leads the Lifetime Financial Security (LFS) Program of the Milken Institute’s Finance pillar. She frequently discusses a variety of issues related to financial security and retirement savings and has been cited in publications such as US News and World Report, Yahoo Finance, Bloomberg News, MarketWatch, CBS News, Pensions & Investments, McKnight’s Senior Living, and TheStreet. -
Enhancing Retirement: Advancing Lifetime Income for All
The Milken Institute believes that in-plan lifetime income solutions are important tools retirees should consider as part of their long-term savings strategy. These products can provide income certainty and hedge against downside market...Read Report -
Shifting the Retirement Paradigm: Moving toward Lifetime Financial Security
During the past two years, the Milken Institute has focused on how Americans manage lifetime financial security leading to a financially secure retirement. The Institute has delved into this topic by conducting research, meeting with...Read Report -
Pandemic Reveals Need for New Approach to Retirement Security
The pandemic revealed—if anyone hadn’t noticed—that millions of Americans live in a precarious financial condition. And, as if policymakers didn’t already know, the pandemic underscored the fact that the majority of Americans are...Read Essay -
Financial Security in Retirement Requires Rethinking Needs
Effective financial planning requires clarity about individual circumstances and an appreciation of the shifting longevity landscape. In the US, life expectancy at birth is approximately 79 years, according to the National Center for Health...Read Essay
Media Mentions
Watch Worth @: Milken Conference 2024 w/ Cheryl L. Evans | June 3, 2024
Moving the Needle Toward Lifetime Financial Security | June 9, 2024
Moving the Needle Towards Lifetime Financial Security for All | May 7, 2024
A ‘massive brain drain’ is looming as boomers and Gen X-ers retire. Can flextirement help workers and businesses? | February 13, 2024
Plan Sponsors, Government Should Highlight Social Security Early, Expert Says | January 23, 2024
You Must Start Saving for Retirement by This Age to Be Successful, Report Finds | September 3, 2023
This Is the Age You Really Need to Start Saving for Retirement | August 29, 2023