The Full Picture: Retirement, Financial Wellness, and Health Benefit Considerations of Minorities in the U.S.

Tuesday, December 8, 2020 (2pm - 3:15pm US/Eastern)

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Minority workers are in unique situations when it comes to retirement planning, health benefit utilization, and overall financial wellness. Unfortunately, not enough research has been done to understand their circumstances and their needs. In this session, experts will identify the research that could help advance the understanding of barriers to financial success for minority workers. Furthermore, EBRI researchers will outline their upcoming efforts around surveying, modeling, and evaluating the status of minority workers’ retirement prospects with the understanding of the identified barriers.


Craig Copeland, Senior Research Associate, Employee Benefit Research Institute
Jack VanDerhei, Director of Research, Employee Benefit Research Institute
Christina Cutlip, Senior Managing Director and Head of Client Engagement and National Advocacy, TIAA
Karen Moseley, President, Health Enhancement Research Organization
Aron Szapiro, Head of Policy Research, Morningstar, Moderator