Use our timely insights to add value to your sponsor relationships, improve plan service, and stay on top of changes in the defined contribution landscape.
Seventy-six percent of investors, on average, are interested in ESG themes such as protecting the environment. This interest, as well as demographic shifts, indicate that ESG should be a top priority, yet education is needed.
Help your clients seize the ESG opportunity to promote:
Ninety-eight percent of investors we recently surveyed think guaranteed retirement income is important, but many have unrealistic expectations about how to achieve it. Help them close the knowledge gap.
Find key takeaways and actions you can take to:
With positive market returns, the number of working Americans age 30 and older who think the U.S. stock market is a good place to invest for retirement increased considerably over the past year. But a significant portion of investors have concerns, particularly around health care.
More than 40% of employed millennials haven’t started saving for retirement. Some struggle with debt, while others are wary of financial markets or simply don’t know where to begin. The good news? Millennials are open to financial coaching and education.