Employee Benefit Research Institute

Mark your calendar: The Employee Benefit Research Institute and Greenwald Research will release the 2026 Retirement Confidence Survey on Tuesday, April 21, 2026. The Retirement Confidence Survey is the longest-running survey of its kind measuring worker and retiree confidence about retirement. For more information and past survey reports, visit EBRI’s Retirement Confidence Survey page: https://www.ebri.org/retirement/retirement-confidence-survey

Employee Benefit Research Institute

New Survey Report from the Employee Benefit Research Institute and Lincoln Financial: Benefits brokers expect voluntary benefits sales to rise, but say complexity and education gaps still slow adoption.

View full research report, visit https://www.ebri.org/publications/research-publications/issue-briefs/content/expanding-the-benefits-horizon--how-brokers-view-voluntary-offerings

Employee Benefit Research Institute Lincoln Financial

This week's featured news from Advisor Magazine - Expanding The Benefits Horizon: How Brokers View Voluntary Offerings. Benefits brokers expect voluntary benefits sales to rise, but say complexity and education gaps still slow adoption.

https://www.lifehealth.com/expanding-the-benefits-horizon-how-brokers-view-voluntary-offerings/

Employee Benefit Research Institute Lincoln Financial

Expanding The Benefits Horizon: How Brokers View Voluntary Offerings A new research report from the Employee Benefit Research Institute (EBRI) finds that benefits brokers expect growth across core and voluntary products in the year ahead, but say administrative complexity and gaps in education and communication continue to hinder broader employee adoption of voluntar...

Just a reminder: Watch Tuesday morning (March 3) for an interview with EBRI’s Craig Copeland on the Broadcast Retirement Network, hosted by Jeffrey Snyder, discussing trends and research shaping the retirement industry. Employee Benefit Research Institute

Watch here:
broadcastretirementnetwork.com
thestreet.com/retirement

The Employee Benefit Research Institute congratulates Bridget Bearden, Director of Member Growth & Partnership, on being named a New Member of the National Academy of Social Insurance (NASI) — 2026. This is a well-deserved honor and an important recognition of her contributions to the field. Employee Benefit Research Institute

Have you registered yet to virtually attend the upcoming 2026 Employee Benefit Research Institute – Milken Institute Retirement Symposium happening on Thursday, March 19, 2026 from 8:45 am – 5 pm ET?

See link for event agenda - https://www.ebri.org/retirementsymposium

Complimentary registration link - https://members.ebri.org/events/register.aspx?id=2026863

Employee Benefit Research Institute PLANSPONSOR Wall Street English Financial Advisor Magazine

New Year, New Resources, New Opportunities…..

Explore the benefits of a partnership with the Employee Benefit Research Institute. Visit www.EBRI.org or email [email protected].

Benefit Research Institute

Did you get a chance to review this EBRI “Special Edition” Issue Brief — Expanding the Benefits Horizon: How Employers View Voluntary Offerings?

The benefits landscape is rapidly evolving in the workplace. As employers navigate a dynamic labor market and look to attract and retain a talented work force with diverse needs, one option is to extend their benefits offerings beyond core benefits like retirement plans and health insurance. Data from EBRI’s previously published Financial Wellbeing Employer Survey suggest that organizations are increasingly broadening their offerings to include a wide range of benefits that address an equally wide range of worker concerns and priorities. Voluntary benefits — such as dental, vision, and supplemental health benefits — can play a role in helping workers manage day to-day expenses, weather unexpected events, and better prepare themselves and their families for the future. To build upon the learnings of this survey and to develop a deeper understanding of the voluntary benefits market landscape, EBRI has partnered with Lincoln Financial to field this Issue Brief, “Expanding the Benefits Horizon: How Employers View Voluntary Offerings,” which uncovers trends, challenges, and opportunities for strengthening financial protections available to workers at employers of all sizes.

https://www.ebri.org/publications/research-publications/issue-briefs/content/expanding-the-benefits-horizon--how-employers-view-voluntary-offerings

Employee Benefit Research Institute Lincoln Financial

403 Forbidden

Today’s CNBC “Save and Invest” news feature -- 4 million more Americans may adopt this ‘powerful, yet underutilized’ financial tool next year, researchers say

https://www.cnbc.com/2025/11/17/health-savings-accounts-expanded-access.html

Employee Benefit Research Institute CNBC

4 million more Americans may adopt this 'powerful, yet underutilized' financial tool next year, researchers say With open enrollment season in full swing, more Americans than ever will be able to fund tax-advantaged accounts aimed at health-care costs next year.

Markets Today feature in this weekend’s Wall Street Journal - Forgotten 401(k) Accounts Are Costing Americans Billions in Lost Investment Gains

https://www.msn.com/en-us/money/retirement/forgotten-401-k-accounts-are-costing-americans-billions-in-lost-investment-gains/ar-AA1Qw5XZ?ocid=finance-verthp-feeds

Employee Benefit Research Institute The Wall Street Journal

Forgotten 401(k) Accounts Are Costing Americans Billions in Lost Investment Gains As workers change jobs, more retirement accounts are being left behind.

From Advisor Magazine - Expanding The Benefits Horizon: How Employers View Voluntary Offerings. Organizations reporting improvement in employee satisfaction, recruiting, retention, performance and employee health as the result of voluntary employee benefit programs.
https://www.lifehealth.com/expanding-the-benefits-horizon-how-employers-view-voluntary-offerings/

Employee Benefit Research Institute Lincoln Financial

Expanding The Benefits Horizon: How Employers View Voluntary Offerings A new research report, “Expanding the Benefits Horizon: How Employers View Voluntary Offerings,” published by the Employee Benefit Research Institute (EBRI), focusing on employer perspectives on voluntary benefits and the financial protections provided to American workers, found that most organi...