Lisa Greenwald

Women’s Growing Role in Benefits and Retirement Decisions

By Lisa Greenwald | 10/25/2017

I recently watched an interesting conference presentation by LIMRA and Pacific Life about women’s growing role in household financial management. I think we all intuitively believe that increasingly, women are controlling the purse strings, though I believe survey research is lagging reality. Women... READ MORE

Hope for Millennials’ Retirement?

By Lisa Greenwald | 8/17/2017

Though the Retirement Confidence Survey, conducted annually by Greenwald & Associates and EBRI for the past 28 years, generally reveals how dire Americans’ retirement preparations really are (and in many ways, they are), this year’s RCS findings give me some hope that Millennials (or Gen Y) are... READ MORE

Boomers Start Taking RMDs

By Lisa Greenwald | 5/3/2017

Amid all the changes and uncertainty that 2017 has brought so far, it is also the year that the first wave of the Baby Boom generation must start taking required minimum distributions (RMDs), and the number doing so will only grow from this point.Most plan participants who roll their money out of... READ MORE

Selling the 2nd Most Important Benefit

By Lisa Greenwald | 2/23/2017

Here’s a surprise: Employees view health insurance as far and away their most important employee benefit when deciding whether to stay at their current job or make a change. More than half of employees surveyed in the most recent Health & Workplace Benefits Survey, conducted by the Employee... READ MORE

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Lisa Greenwald

NAPA's 401(k) Rollover Specialist (k)RS Credential

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