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Benefits 2.0
Retirement decisions rarely revisited
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Workers rarely revisit retirement decisions—until circumstances push them to
Most workers in sports, media and entertainment are passive about retirement, according to the latest Benefits 2.0 survey, conducted by Economist Enterprise and supported by Nuveen. More than seven in ten (71%) rarely review or adjust their plans, compared with 61% in other sectors. Confidence doesn’t change this. Even among those who feel well equipped to make financial decisions about retirement, 74% still rarely revisit their plans.
Engagement appears to be reactive rather than proactive. The share who actively manage their plans rises after major shocks, reaching 37% among those who have delayed their retirement and 34% among those who have accessed hardship withdrawals or loans. At the same time, not all financial strain drives engagement. Only 20% of those dipping into emergency savings actively manage their plans.
Confidence and inertia may be masking risk—highlighting the need for benefit tools that actively prompt and support timely decision-making.
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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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