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Kiplinger
Kiplinger
Business
Lisa Gerstner

What's Hurting Retirees' Confidence?

An older couple sit at a conference room table with a financial adviser.

In 2023, the Retirement Confidence Survey conducted by the Employee Benefit Research Institute and Greenwald Research recorded its biggest decline since the global financial crisis of 2008. In EBRI’s 2024 survey, retiree confidence still hadn’t fully recovered from that significant drop. But there was also some good news. Craig Copeland, director of wealth benefits research for EBRI, explains. 

What’s behind the numbers?

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