2017 Hot Topics in Retirement and Financial Wellbeing

Employers are taking action to bolster employee benefits and help their workers plan for a secure financial footing—both today and in retirement. By looking at the trends shown in this report, employers can help benchmark their offerings against those of other companies and help craft their benefits offerings to better align with their overall objectives.

Has the importance of financial wellbeing changed within your organization during the past 24 months?

Gauge - Decrease

2%

Decreased

Gauge - No Change

38%

Same

Gauge - Increase

60%

Increased

Only 10% of employers feel satisfied with their workers’ knowledge regarding how much they need to save to achieve an adequate retirement savings.


Icon - Balance

59%

of employers are very likely to expand their financial wellbeing program in 2017

3 out of 10 Employers

Nearly three out of 10 employers are very likely or moderately likely to purchase annuities for at least some of their plan participants—an increase of 10 percentage points from 2016

About This Survey

Aon Hewitt’s Hot Topics in Retirement and Financial Wellbeing is an annual benchmarking report that examines employers’ financial benefit focus areas for the upcoming year. The 2017 version marks the 13th installment of the report and is based on survey responses from roughly 250 employers covering nearly 9 million workers.


By Size of Employee Base

Respondent Demographics