Category Archives: Uncategorized

Three Steps to Increasing HSA Participation and Contributions

HSAs are not a new concept, but HSA enrollment hasn’t been increasing exponentially over time.  Incidence of consumer driven health plans eligible for an HSA account has hovered between 13% – 15% since 2013, according to EBRI/Greenwald & Associates Consumer Engagement in Health Care Survey (Fronstin/Dretzka, 2018), although there is some evidence that this might Read more…

Listen to Greenwald on SOA’s Research Insights Podcast!

Check out Greenwald & Associates’ Matt Greenwald and AnnMarie Pino featured on a podcast episode that highlights the inaugural study from the Society of Actuaries’ new Aging and Retirement Strategic Research Program. The study, Financial Perspectives on Aging and Retirement Across Generations, includes a series of reports examining financial challenges and perspectives on retirement planning Read more…

Online & Social: Younger Consumers Would Pay More for Online Investment and Retirement Advice

Many younger consumers are managing their own finances with the assistance of mobile tools and online platforms available to them. And, Greenwald & Associates’ 2018 Online & Social in Financial Decision-Making study shows that, when it comes to more long-range planning and ideas about their entire financial picture, Millennials are interested in information that would Read more…

Employer-Sponsored Benefits: What do Employees Value?

In this time of low unemployment, employers struggle with how to attract and retain employees. What attracts employees to companies and what makes them stay? Part of that answer relates to the benefits employers provide. Some employers offer a wide array of benefits from the traditional benefits such as health insurance or retirement plans, to Read more…

2018 RCS: Retiree Confidence in Critical Aspects of Retirement Security Declines, While Workers’ Overall Confidence Creeps Up

WASHINGTON – This year’s Retirement Confidence Survey (RCS) finds only a third of retirees very confident in their ability to live comfortably throughout retirement (32 percent). While this is comparable to last year, retiree confidence in having enough money to cover basic expenses and medical expenses has dropped: 80 percent say they are very/somewhat confident Read more…

New Study Shows Consumers See Higher Value in Guaranteed Lifetime Income Products in 2018 (and Much More!)

The perceived value of guaranteed lifetime income in retirement continues to grow, according to the fourth annual Guaranteed Lifetime Income Study from Greenwald & Associates and CANNEX. The study shows that 73% of respondents now consider guaranteed income as a highly-valuable addition to Social Security, compared to 61% a year ago. The study also finds: Read more…

What is Driving Your Success and Client Decisions? Win / Loss Research Fundamentals for Future Growth

While critical for the growth of any business, winning new clients is more than an exercise in closing the deal.  It is also about understanding why the deal was closed and identifying productive tactics and strategies which may be replicable on future similar competitive business interactions.  As well, losing potential clients is an interaction that Read more…