Lifetime Financial Security
Shifting the Retirement Paradigm: Moving Toward Lifetime Financial Security
Shifting the Retirement Paradigm: Moving Toward Lifetime Financial Security
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
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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