Sunday, August 2, 2009

Retirement Preparation and Workplace Financial Education

The presented research will evaluate the factors, influencing the individual well-being, based on the attitude and preparation efforts. You can read the research through the embedded widget below or download it to your computer from the following link:
Factors Related to Retirement Confidence: Retirement Preparation and Workplace Financial Education, Financial Counseling and Planning, 2005, Kim, Kwon & Anderson

The purpose of this study is to examine factors contributing to individual's retirement confidence using the 2004 Retirement Confidence Survey. Retirement confidence includes the views and attitudes of Americans regarding retirement, their preparations for retirement, their confidence with regard to various aspects of retirement, and related issues. The results suggest that those who calculated their retirement fund needs, had more savings, higher levels of confidence in government programs such as Social Security and Medicare, higher household income, better health, and who received workplace financial education and advice had higher levels of retirement confidence than others. The findings provide implications for financial professionals, employers, and policymakers.
Factors Related to Retirement Confidence


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