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Benefits 2.0
Initial retirement choices rarely revisited
Most energy workers—especially early in their careers—stay locked into initial retirement choices
“I made initial retirement plan choices, but I rarely review or change them.”
Percentage who agree
The latest Benefits 2.0 survey, conducted by Economist Enterprise and supported by Nuveen, finds that the majority of energy and utilities workers do not actively manage their retirement benefits, with 63% saying they rarely revisit their initial choices. This suggests many workers may remain locked into decisions made early in their careers, even as their financial needs evolve.
Disengagement is most pronounced among junior employees: 84% say they rarely revisit their selections, compared with 77% of middle management, 54% of upper management and just 38% of executives.
Disengagement is also notably high in mid-sized firms, suggesting organizational context can shape how actively workers engage with their benefits.
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Nuveen and Economist Enterprise, or any of their affiliates or subsidiaries are not affiliated with or in any way related to each other. The research was independently developed by Economist Enterprise and is sponsored by Nuveen,LLC. The views and opinions expressed in this publication are those of Economist Enterprise and do not necessarily reflect the view and policies of Nuveen, LLC.
This material, along with any views and opinions expressed within, are presented for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as changing market, economic, political, or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. There is no promise, representation, or warranty (express or implied) as to the past, future, or current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such. This material should not be regarded by the recipients as a substitute for the exercise of their own judgment.
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