Moving the Needle on Retirement Planning & Saving: The Role of Education 

Please join the Center for Financial Security for a webinar to discuss the findings and implications of a recent randomized field study examining the role of an information-based intervention on retirement plan participation, emergency savings, and using a budget. 

Retirement planning and saving is often a difficult task for individuals and families. Studies show that more than one in four workers have less than $1000 in retirement savings. The question of how to stimulate employees to save for retirement has led to a variety of different tactics. This webinar will discuss a field study completed by researchers from the Center for Financial Security, which tracks the effect of financial education on retirement savings in an online format. Results of the study show that this information-based intervention increases the reported participation in retirement planning, saving and using a budget.

Carly Urban, Assistant Professor, Department of Economics, Montana State University will present methodology and findings of the study.

Webinar discussants will include:

Billy Hensley, Senior Director of Education, National Endowment for Financial Education

Tarna Hunter, Director of Strategic Engagement and Government Relations, Wisconsin Department of Employee Trust Funds

Shelly Schueller, Deferred Compensation Director, Wisconsin Department of Employee Trust Funds 

To read the research brief on the study, CLICK HERE.