Throughout the three-month discovery, the team collaborated across four agencies to perform primary and secondary research analysis around the approaching retirement experience. Of the 42 seniors who participated in listening sessions, diverse representation included 14 couples, 25 women, 18 persons of color, 7 widowed, and 7 high school educated.
How might we improve access to tools and knowledge that help remove barriers to financially preparing for retirement, especially for people in underserved communities?
How might we ease the transition to retirement by streamlining the user experience and better connecting people to accurate support to aid their decision making?How might we provide equitable access to available resources to help seniors recover from employment setbacks and to increase financial security by ensuring individuals understand the benefits and programs available to them?
Teams are currently working on identifying and scoping projects to move into the design phase. Please check back on this page in the coming months for updates.
- Project Charter
- Project One-Sheet
- Customer Journey Map & Stories
- Information collection approved under OMB Control #3206-0276
- Life Experience Initiative Summary
- Executive Order 14058
- President’s Management Agenda
- General Services Administration
- Department of Labor
- Department of Housing and Urban Development
- Department of Agriculture
- Office of Management and Budget
- Department of Health & Human Services
- U.S. Department of the Treasury
- Social Security Administration
- Consumer Finance Protection Bureau