Lori Lucas: Despite Pandemic, Retirement Confidence Soars

<p>Our guest on the podcast today is Lori Lucas, the president and CEO of the Employee Benefits Research Institute, or EBRI. EBRI aims to provide unbiased research and data on retirement, healthcare, and other employee benefits. Prior to joining EBRI, Lori was an executive vice president and practice leader at Callan. She has also served as director of Retirement Research at Hewitt associates, vice president at Ibbotson associates, pension fund consultant at J.H. Ellwood & Associates, and as an analyst and product development leader at Morningstar. Lori received a Bachelor of Arts from Indiana University and earned a master’s from the University of Illinois. Additionally, she is a Chartered Financial Analyst.</p><p><strong></strong></p><p><strong>Background</strong></p><p><a href="https://www.ebri.org/about/staff/lori-lucas#:~:text=Lori%20is%20the%20immediate%20past,SEC%2C%20and%20ERISA%20Advisory%20Council." target="_blank">Bio</a></p><p><a href="https://www.ebri.org/" target="_blank">Employee Benefits Research Institute</a></p><p><strong>Retirement Confidence and Financial Wellness</strong></p><p><a href="https://www.ebri.org/retirement/retirement-confidence-survey" target="_blank">EBRI’s Retirement Confidence Survey</a></p><p>“<a href="https://www.ebri.org/publications/research-publications/issue-briefs/content/2021-retirement-confidence-survey-a-closer-look-at-black-and-hispanic-americans-2" target="_blank">2021 Retirement Confidence Survey: A Closer Look at Black and Hispanic Americans</a>,” by Craig Copeland and Lisa Greenwald, ebri.org, June 10, 2021. </p><p><a href="https://www.ebri.org/docs/default-source/wbs/wws-2021/2021-workplace-wellness-short-report.pdf" target="_blank">EBRI 2021 Workplace Wellness Survey</a></p><p>“<a href="https://www.ebri.org/docs/default-source/ebri-issue-brief/ebri_ib_522_spendinretsurv-14jan21.pdf?sfvrsn=a9b73a2f_4" target="_blank">Why Do People Spend the Way They Do in Retirement? Findings From EBRI’s Spending in Retirement Survey</a>,” by Lori Lucas, ebri.org, Jan. 14, 2021.