Retirement readiness has long been measured by participation rates, contribution levels, account balances, and employee confidence. While these metrics provide valuable insight, they do not answer the question that matters most: Are employees truly prepared to retire?
Today’s workforce is navigating longer lifespans, rising healthcare costs, evolving career paths, and increasing financial complexity. As a result, retirement readiness has become more than a retirement plan issue. It is a workforce wellbeing and business planning challenge that affects employee financial security, organizational health, talent mobility, and long-term workforce strategy.
Join BrightPlan’s Sean Goheen for a conversation with retirement planning expert Jennifer Peinert as they explore what retirement readiness really means and why employers need to rethink how they measure and support it. Together, they’ll discuss how organizations can help employees prepare not only financially, but emotionally and practically, for one of life’s biggest life transitions.
Attendees will gain practical insights into moving beyond traditional retirement metrics, supporting employees through every stage of the retirement journey, and building a more resilient workforce through a broader approach to retirement readiness.
Date: Thursday, July 23, 2026
Time: 1:00 PM Eastern
SHRM/HRCI: Earn 0.5 SHRM and 0.5 HRCI recertification credits (live attendees only)
Cost: Free with registration
Key Takeaways for HR and Business Leaders
Move beyond traditional retirement metrics
Learn why participation rates, contribution levels, account balances, and employee confidence provide only part of the picture, and what employers should measure instead.
Support employees through the full retirement journey
Explore how financial wellbeing, healthcare planning, purpose, legacy, and confidence all contribute to successful retirement outcomes.
Connect retirement readiness to workforce strategy
Understand how retirement preparedness influences workforce planning, talent mobility, succession planning, employee wellbeing, and organizational resilience.
Who Should Attend
CHROs, HR leaders, benefits leaders, Total Rewards professionals, employee wellbeing leaders, retirement plan decision-makers, and business leaders responsible for workforce planning, financial wellbeing, and employee experience.
Speakers
Sean Goheen
Director of Alliance Partnerships, BrightPlan
Jennifer Peinert
VP of Account Management
About BrightPlan
BrightPlan is a global leader in Total Financial Wellness. The company provides a comprehensive global solution that addresses all aspects of employees’ financial health at every stage of life and empowers HR teams to enhance the employee experience and better attract, retain, and engage talent. The unique combination of its digital platform and expert financial planners enables employers to deploy financial wellness solutions at scale while delivering personalization for employees. To learn more, visit brightplan.com.
