Join EBRI on October 17 for its webinar on Retirement Income—Insights from the 2018 Retirement Confidence Survey
The Retirement Confidence Survey is the longest running survey of its type examining Americans’ preparations and feelings about retirement. Listen to a panel of experts discuss the results from the 2018 survey, with an emphasis on managing finances in retirement, generating retirement income, and interest in guaranteed income products. Find out about how retirees manage their assets, what sources of income retirees are receiving compared with what sources workers expect to receive, and workers in interest in products that provide guaranteed income such as annuities and longevity insurance.

Speakers include:
  • Craig Copeland, Senior Research Associate, EBRI
  • Lisa Greenwald, Executive Vice President, Greenwald & Associates
  • Toni Griffin, Assistant Vice President, Applied Knowledge, Retirement & Income Solutions, MetLife
Date: Wednesday, October 17, 2018
Time: 1:00 – 2:00 pm Eastern Time

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* 1. Please register me for the Work in Retirement EBRIefing—Insights From the 2018 Retirement Confidence Survey

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* 2. Any questions or comments?

Craig Copeland is a Senior Research Associate with the Employee Benefit Research Institute. He has been with EBRI since 1997. Dr. Copeland has authored or coauthored numerous EBRI Issue Briefs, EBRI Notes articles, chapters in books and journal articles on topics ranging from ERISA and employment-based health plans, analyses of Social Security reforms, to participation in employment-based retirement plans and the confidence of Americans in their retirement prospects. With the creation of the EBRI IRA Database, he has conducted extensive research on IRAs using the database on account balances, asset allocation, contributions, rollovers, and withdrawal activity.

Dr. Copeland received a B.S. in economics from Purdue University and a Ph.D. in economics from the University of Illinois at Urbana-Champaign.

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Lisa has over a decade of experience in financial services and market research. Lisa specializes in designing thought-leadership research, examining the financial needs of targeted groups of consumers and emphasizing the need for financial education and protection in the workplace. Often focusing on retirement issues with younger workers, Lisa is a skilled focus group moderator and an executive-level in-depth interviewer. She also serves as Greenwald’s marketing lead, helping to promote research conducted on behalf of our clients. Lisa joined the team in 2004 after receiving her BA in Sociology at George Washington University and serving as a marketing coordinator at the American Council of Life Insurers.