Lori Lucas: Despite Pandemic, Retirement Confidence Soars

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 22 February 2022

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

The president and CEO of EBRI talks about the connection between a strong stock market and retirement confidence, improving the 401(k) system, and why people tend to be poor judges of when they'll retire.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.7	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:39.0	And I'm Jeff Patak, Chief Ratings Officer for Morning Star Research Services.
0:43.2	Our guest on the podcast today is Lori Lucas, the president and CEO of the Employee Benefits Research Institute, or EBRI.
0:51.3	EBRI aims to provide unbiased research and data on retirement, health care, and other
0:55.9	employee benefits. Prior to joining EBRI, Lori was an executive vice president and practice leader
1:01.5	at Callan. She has also served as Director of Retirement Research at Hewitt Associates, Vice
1:06.8	President at Ibbetson Associates, Pension Fund Consultant at J.H. L. Wood and Associates,
1:12.7	and as an analyst and product development leader at Morningstar. Lorry received a Bachelor of
1:18.1	Arts from Indiana University and earned a master's from the University of Illinois. Additionally,
1:23.3	she's a chartered financial analyst. Lori, welcome to the Longview. Thank you for having me.
1:29.1	Well, thanks for being here.
1:30.5	I just want to start by doing a little bit of stage setting for listeners who might not be familiar with the Employee Benefits Research Institute.
1:38.1	Can you discuss what EBRie is and what its goals are?
1:42.1	Yes, certainly.
1:43.0	Ebris has been around a long time.
1:44.4	We were created in the 1970s to address the research needs that arose from ERISA being passed.
	...

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