Employers Shift Focus from Retirement Access to Financial Outcomes
PR Newswire•14/10/2026•09:01 ET
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Key Highlights
- ➤Gallagher survey covers 3,717 US organizations from January through March 2026
- ➤85% of employers offer retirement benefits, while 57% use auto-enrollment
- ➤Only 28% of employees believe current savings strategies will achieve retirement goals
- ➤81% of employers offer self-service financial planning tools
- ➤46% have not implemented optional SECURE 2.0 provisions or are unsure
Expert Statements
John Tournet, US CEO of Gallagher's Benefits & HR Consulting Division
“Financial wellbeing is no longer viewed as a stand-alone benefit. Employers increasingly recognize the connection between financial health, workforce engagement and business performance,”
John Tournet, US CEO of Gallagher's Benefits & HR Consulting Division
“As a result, they're looking more closely at how benefits, guidance and support programs work together to meet employees' financial needs.”
John Tournet, US CEO of Gallagher's Benefits & HR Consulting Division
“Employers are entering a new phase of financial benefits strategy, one that emphasizes thoughtful plan design, stronger governance and more personalized support,”
John Tournet, US CEO of Gallagher's Benefits & HR Consulting Division
“From retirement readiness to financial wellbeing, helping employees make informed financial decisions has become central to how leading organizations support better employee outcomes.”
Employers Shift Focus from Retirement Access to Financial Outcomes PR Newswire
Gallagher's 2026 US Financial Benchmarks report highlights how employers are using plan design, guidance and broader financial support to address employees' evolving financial needs
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