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New research from the TIAA Institute and CUPA-HR sheds light on the financial challenges facing higher ed employees. More than 80% of higher ed employees carry debt and 72% of them are debt constrained. Beyond short-term personal finances, debt constraint also impacts the pursuit of longer-term financial goals. Those who are debt constrained tend to be less confident in their retirement income prospects.
By understanding the unique needs and barriers they face, institutions can empower employees to help them secure long-term financial security. Join the webinar to learn more.
Can't attend the webinar? You should still register -- all registrants, including attendees and absentees, will receive a recording of the webinar.
Wednesday, January 15, 2025 | 2 PM ET
New TIAA Institute and CUPA-HR Report: Financial Well-Being and Retirement Readiness in Higher Ed
PANELISTS
Paul J. Yakoboski, Ph.D.
Senior Economist at TIAA Institute
Paul Yakoboski’s research focuses on lifetime financial security, including issues related to financial literacy, longevity literacy, retirement saving and investing, and asset management during retirement. In addition, he researches workforce issues in the higher education and healthcare sectors. Prior to joining the TIAA Institute, Yakoboski held positions with the American Council of Life Insurers, the Employee Benefit Research Institute and the U.S. Government Accountability Office. Yakoboski earned an M.A. and Ph.D. in economics from the University of Rochester and a B.S. in economics from Virginia Tech.
Melissa Fuesting, Ph.D.
Associate Director of Research at CUPA-HR
Melissa Fuesting is an associate director of research with CUPA-HR, where she manages CUPA-HR’s annual workforce surveys. Fuesting also conducts research on the higher education workforce, including topics related to benefits, employee retention, pay equity and representation. Prior to joining CUPA-HR, Fuesting conducted research on recruitment and retention within in the U.S. science and engineering workforce. Fuesting earned her B.A. in psychology from Illinois Wesleyan University and M.A. and Ph.D. in social psychology from Miami University.
Jim Mullery
Executive Vice President, Head of TIAA Institutional Relationship Management
Jim leads integrated teams serving institutional clients in the academic, research, medical and cultural fields, overseeing growth, retention and service of existing business for institutional relationships. Previously, he was the chief sales & distribution officer for Retirement Strategies and Life Insurance at Prudential, where he led over 500 financial professionals and managed regulatory oversight of annuity distribution. Jim also held leadership roles at BlackRock, Security Benefit Distributors and UBS, focusing on distribution and relationship management. He established strategic plans for product development distribution strategies, business development and overall financial performance. A member of TIAA's Executive Operating Committee, he formerly served on the Board of Trustees at the University of Scranton. Jim holds a B.A. in history from the University of Scranton. As a FINRA registered principal, Jim holds a Series 7, 24, 63 and 65 licenses.
MODERATOR
DISCLAIMER
This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual’s own objectives or circumstances which should be the basis of any investment decision.
TIAA-CREF Individual & Institutional Services, LLC, FINRA Member, distributes securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.
TIAA Institute is a division of Teachers Insurance and Annuity Association of America (TIAA).
Melissa Fuesting is not affiliated with TIAA. The statements made by Melissa Fuesting are solely her own and TIAA expresses no opinion with regard to them.
For Institutional Investor use only. Not for use with or distribution to the public.
©2025 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, 730 Third Avenue, New York, NY 10017
4100358-0625
Prior to the webinar, be sure to download and explore the accompanying infographics and insights report.
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