Small Business Owners Retirement Readiness Study


Small Business Owners are foundational to the world’s economy…managing their financials is a core objective and their preparedness for retirement matters. Oftentimes, understanding how to plan for retirement starts with a series of questions. 

That's why The Guardian Insurance & Annuity Company, Inc. (GIAC), a wholly owned subsidiary of The Guardian Life Insurance Company of America®, recently conducted a national study about small business owners’ views concerning retirement. The 2014 survey points to three areas of focus:

  • What is driving small business owners’ behaviors and attitudes towards retirement?
  • What is their overall retirement preparedness?
  • Are there evident gender differences in small business owners’ attitudes towards retirement readiness?

The overall outlook from small business owners is positive. Here’s a highlight of the “The State of the Small Business Owners and Retirement”.

Small Business Owners are changing their expectations

Women are rapidly investing in new businesses, and they seek different advice and have different needs when it comes to retirement planning. Read more.

Retirement Checkup: Small Business. Big Dreams

View Retirement Checkup: Small Business. Big Dreams, which summarizes the survey’s findings and important trends.

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The Guardian Small Business Owners Retirement Readiness Study

View detailed findings of The Guardian Small Business Owners Retirement Readiness Study, which shines a spotlight on small business owners’ perspective on retirement and provides a better understanding of their retirement needs and aspirations.

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This material is intended to potentially assist you in planning for your future. This material is not intended to provide legal, tax, or investment advice. Please note that individual situations can vary, and you should consult your tax, investment or legal advisor for guidance and information specific to your situation. 

The Guardian Life Insurance Company of America (Guardian), 7 Hanover Square, New York, NY 10004-4025, GIAC, Guardian or any of their affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon or as result of the information provided by this material.