Morgan Stanley at Work's fifth annual State of the Workplace Financial
Benefits Study shows that both employees and HR leaders are feeling the
impact of economic and market turbulence. Data shows a significant uptick
in financial stress, affecting productivity and personal well-being. Financial
stress is also driving strong demand for workplace support, particularly in
financial planning and retirement preparation. Employees are seeking more
active engagement from their employers in their financial well-being. As concerns about inflation and potential recession rise, both employees and employers recognize the value of financial benefits packages to not only offer relief and security to workers, but also as a key differentiator in talent management strategies for companies.
In addition, employers are prioritizing retention, and utilizing financial benefits to foster employee satisfaction, loyalty and productivity. However, gaps between employee and employer views—for example, in the effectiveness of equity compensation education—suggest key areas where companies may want to focus their attention to maximize the impact of their benefits programs.
Speakers Biography:
John Abeyta began his career with Morgan Stanley in 1998 after attending Trinity University in San Antonio, where he discovered his passion for finance. He is a Corporate Retirement Director and co-founder of The Abeyta Bueche & Sanders Group, specializing in helping businesses and institutions manage 401(k) and 403(b) retirement plans. John works closely with plan sponsors to support fiduciary responsibilities and improve retirement outcomes for employees through strategic advice, investment management, and fiduciary services. He has been recognized as part of the NAPA Top DC Advisor Teams from 2019–2024. Known for his professionalism, responsiveness, and approachable personality, John enjoys traveling, volunteering, and spending time with his family.
