Sharing Our Expertise: Greenwald Research Celebrates 40th Anniversary With Special Webinar Events and In-Person Symposium
Small women-led business celebrates 40 years of impactful research on Americans’ health and retirement needs
Washington, DC (June 23, 2025) – Greenwald Research, a leading independent custom research and consultation firm serving the health and wealth industries, turns 40 this year. It’s celebrating by sharing some of its four decades of expertise with clients and industry allies – with special webinar events featuring industry thought leaders, culminating in a one-of-a-kind, in-person Health+Wealth Symposium in Washington, DC this November.
“Since Matt Greenwald founded our company in 1985, our goal has been to be a consultative partner to health and wealth leaders by leveraging industry expertise, access to experts, and a custom, collaborative approach to produce trusted insights and meaningful connections that drive understanding and inform strategic action,” says Greenwald Research CEO Lisa Greenwald.
The firm is known nationally for its annual Retirement Confidence, Workplace Wellness, and Consumer Engagement in Health Care surveys in partnership with the Employee Benefit Research Institute. Over its 40 years, Greenwald has worked with many of the leading companies in retirement, life insurance, employee benefits, and health insurance. It’s also known for its series of syndicated research surveys such as the annual Retiree Insights Program and In-Plan Insights Program.
Greenwald Research’s special webinar events have already begun, with May 1’s In Defense of the 401(k) with Carol Buckmann of Cohen & Buckmann P.C. (the recording is available here). Coming up on June 24 is Designing HSAs & HRAs for Long-Term Wealth, featuring Gallagher’s Richard J. Snyder and David Ritchie (registration is available here). Additional webinar events are being planned for July (a retirement income panel with experts from AllianceBernstein, Pacific Life, and Guardian Life), September, and October.
On November 4-5, Greenwald Research will host its in-person Health+Wealth Celebration & Symposium. Its sessions will include recognized speakers covering a variety of issues facing the health insurance, life/annuity insurance and financial services sectors – including the shifts in the definition of retirement, discussions of aging, lifetime income, HSAs, and other topics at the intersection of health and wealth which are at the core of Greenwald Research’s expertise. Sessions will include:
- Keynotes from Surya Kolluri, head of the TIAA Institute, and Anne Lester, Finance Guru and Savings Expert
- Evolution of Retirement: Shaping Policy & Politics, featuring two thought leaders from the American Council of Life Insurers (ACLI) – Kathleen Coulombe, Senior Vice President for Federal Relations, and Howard Bard, Senior Vice President & Deputy General Counsel.
- Holistic Wellness at Work with Greg Ward of Financial Finesse bringing the financial wellbeing perspective, Calm.com representing mental health perspective, and others voicing physical health point of view.
- Is There a Retirement Crisis: Past, Present or Future with Jason Fitchner of the Retirement Income Institute, Alliance for Lifetime Income, and Andrew Biggs, American Enterprise Institute.
More information about the in-person Health+Wealth Symposium is available online here.
“Greenwald is a small, now women-led business in Washington, DC. It’s a privilege to help lead this company and our talented team members. For 40 years, this firm has contributed critical research to shape discourse on Americans’ challenges and needs for health and retirement savings coverage and access,” adds Lisa Weber-Raley, Greenwald’s Chief Research Officer.
Lastly, Greenwald Research’s 40th Anniversary Blog Series, penned by CEO Lisa Greenwald, explores the challenges of leading through uncertainty with humanity and confidence in a family business. The blog entries are available online here.
About Greenwald Research
Greenwald Research is a leading independent custom research firm and consulting partner to the health and wealth industries that applies creative quantitative and qualitative methods to produce knowledge that helps companies stay competitive and navigate industry change. By leveraging deep subject matter expertise and a trusted consultative approach, Greenwald offers comprehensive services for weaving rich research stories that answer strategic business questions. For 33 years, Greenwald has partnered with the Employee Benefits Research Institute to conduct the annual Retirement Confidence Survey.
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Contact:
Herb Perone
media@greenwaldresearch.com
301-512-7636
