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EAP and COVID-19: The Four PIllars of New Retirement
Authors
Dychtwald, Ken, 1950-
Dychtwald, Ken, 1950-
Advisor
Date
2020
Embargo until
Language
Book title
Publisher
Edward Jones
Peer Reviewed
Type
Poster/Presentation
Report
Report
Research Area
Jurisdiction
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research report
Adobe PDF, 3.66 MB
Other Titles
The Four PIllars of New Retirement
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Abstract
Data Availibility
Data / Code Location
Table of Contents
Description
Report in the form of a presentation on retirement, examininig what is identified as four pillars of retirement: family, health, purpose and finances. Part of the presentation is an analysis of how COVID-19 has affected the retirement plans of individuals and how older adults are coping with COVID-19.
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Study Methodology: • Comprehensive examination of 100+ North American studies, articles, and publications • In-depth interviews with 13 subject matter experts, 10 Edward Jones senior leaders, and 6 Edward Jones financial advisors/area leaders • Two online forums and six focus groups across the U.S. and Canada, with roughly 100 people, including retirees and working-age individuals conducted by The Harris Poll • Thousands of brainstorming input and analysis hours from team members • 9,000 person five-generation survey (ages 18+), nationally representative in the U.S. and Canada conducted by The Harris Poll, fielded in late May to early June 2020
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Study Methodology: • Comprehensive examination of 100+ North American studies, articles, and publications • In-depth interviews with 13 subject matter experts, 10 Edward Jones senior leaders, and 6 Edward Jones financial advisors/area leaders • Two online forums and six focus groups across the U.S. and Canada, with roughly 100 people, including retirees and working-age individuals conducted by The Harris Poll • Thousands of brainstorming input and analysis hours from team members • 9,000 person five-generation survey (ages 18+), nationally representative in the U.S. and Canada conducted by The Harris Poll, fielded in late May to early June 2020
Series/Report No.
Sponsors
Age Wave and Harris Polls
Rights/Terms
Attribution-NonCommercial-NoDerivatives 4.0 International