Lori Lucas Quotes

With such little evidence that many employees understand or appreciate the risk of owning large amounts of company stock, diversification remains an issue in many plans. - Lori Lucas

Toughest group of employees to reach. - Lori Lucas

There's a lot of room for individuals to leverage investments in their plans to get the most out of their account. - Lori Lucas

There just needs to be a different way employees approach it. There is a lack of understanding around the amount of responsibility individuals have when they're relying on a 401(k) for retirement. - Lori Lucas

There clearly is a lot of room to maximize usage of these plans. - Lori Lucas

The average person is not making any choices on a proactive basis, on an annual basis. We have more anecdotal evidence that the individuals are not really sure what the choices are. - Lori Lucas

Retiree medical expenses are the big wild card. Most people will probably spend a lot more on medical expenses when they retire. - Lori Lucas

Our findings show that too many workers are not looking at their 401(k) savings as long-term in nature, but are instead using termination of employment as an opportunity to spend this money. - Lori Lucas

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