PGIM RETIREWELL™ CONFIDENCE INDEX
A comprehensive retirement wellness sentiment index.
The index is based on responses to an online financial wellness assessment offered by Prudential Financial as well as national online surveys conducted by Morning Consult. Over 300,000 people have completed the financial wellness assessment since it was first offered since April 20, 2017. The Index controls for the demographic factors related to confidence, such as age, income, and gender, and provides context as to how sentiment has evolved over time. There are six potential confidence levels, which are (from best to worst): Very High, High, Above Average, Below Average, Low, and Very Low. Please see our methodology document for more detail. Read More
The PGIM RetireWellTM Confidence Index is part of PGIM RetireWellTM Solutions, a suite of tools, products and solutions developed to help DC plan participants achieve better retirement outcomes through holistic advice and guidance.
LATEST RESULTS (as of Q2 2024)
* The current question used to estimate financial confidence asks respondents “Overall, how are you feeling about your finances?”, while for retirement confidence, the question asks “Do you think you’ll have enough savings for the retirement you want?”. The PGIM RetireWellTM Confidence Index is the average of the financial confidence score and the retirement confidence score.
PGIM RETIREWELL™
PGIM DC Solutions is building comprehensive solutions that seek to help the American worker save and spend in retirement. Our PGIM RetireWell™ solutions focus on two principal goals of an individual: financial security and well-being, and the ability to meet financial goals and enjoy financial freedom in retirement.
FINANCIAL WELLNESS
A strong financial foundation that includes managing day-to-day finances, protecting against key financial risks and achieving important financial goals is equally as important as a retirement strategy. PGIM RetireWell™ seeks to help individuals build a solid foundation and includes a vast library of financial wellness resources.
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The PGIM RetireWell™ Confidence Index is not an investable index. While the Index was launched as of Q2 2023, PGIM DC Solutions used historical data to calculate prior Confidence Index levels.
All investments involve risk, including the possible loss of capital. Asset allocation, diversification, dollar-cost averaging and/or rebalancing do not ensure a profit or protect against loss.
The information presented is for informational purposes only and is not intended as investment advice and is not a recommendation about managing or investing retirement savings. These materials do not take into account individual investment objectives or financial situations. These materials are for informational, illustrative and educational purposes only.
The information presented herein was obtained from sources that PGIM DC Solutions believes to be reliable as of the date presented; however, PGIM DC Solutions cannot guarantee the accuracy of such information, assure its completeness, or warrant such information will not be changed. The information contained herein is current as of the date of issuance (or such earlier date as referenced herein) and is subject to change without notice. PGIM DC Solutions is not responsible for your use of the Index results, research, analysis or other information, including errors of any kind, or in any assumptions or conclusions you might draw. The results of the Index are based on PGIM DC Solutions’ interpretation of how individual perspectives impact financial and retirement confidence.
These materials do not provide any legal, tax or accounting advice. Certain information contained herein may constitute “forward-looking statements,” (including observations about markets and industry and regulatory trends as of the original date of this document). Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. As a result, you should not rely on such forward-looking statements in making any decisions. No representation or warranty is made as to future performance or such forward-looking statements.
PGIM DCS - 3209567
