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2023 Hot Topics in Retirement and Financial Wellbeing

This report summarizes the findings of our annual survey that captures changes employers intend to make to their retirement and financial wellbeing plans in the year ahead. The 2023 version is the 19th installment of the report and features responses from almost 100 organizations employing three million workers. The survey was administered in the fall of 2022.

Here are some highlights from the report:

2023 Hot Topics in Retirement and Financial Wellbeing highlights infographic

What’s new in 2023

This year’s report includes insights on several new topics, including:

  • Reactions to investing in a high-inflation environment
  • Thoughts on digital assets and ESG in defined contribution plans
  • Perspectives on employers’ DE&I initiatives

Read the full report


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