For more informed decision-making, access our timely insights on defined contribution plan design, participant engagement, plan governance, and investment menu design.
Give me reliability and flexibility
In our research, we found plan members wanted the feeling of control with the ability to choose from a range of retirement income solutions.
Overcoming fear and inertia
In our research, we found that a primary financial goal for almost all member's DC plan savings was to maintain their pre-retirement lifestyle.
Bridging the (income) gap
In our research, we better understand how much money plan members actually need at and later in retirement to achieve their retirement goals.
Show me the income: Executive Summary
Our retirement income study highlights key findings on the evolving industry as members seek guidance turning their DC plan savings into income.
Jumpstart the retirement income conversation
In our research, we found three-quarters of plan members wanted their plan sponsors to start the retirement income conversation earlier.
Connecting savings with income
In our research, we found plan sponsors have a significant opportunity to help members connect savings to retirement income.
The new cyber reality: Helping participants combat cybercrime
Learn what steps plan sponsors should take to help participants combat cybercrime and protect their retirement plan savings.
Mind the gap
DC plan sponsors and their advisors may want to reexamine their mid-cap offerings to help expand on the full potential the asset class offers.
How Los Angeles County adapted its participant communications strategy during the pandemic
Read how Los Angeles County adapted to virtual communications during the pandemic, and the approach they take to encourage employees to stay in the DC plan(s) post retirement.
What the latest DOL ESG proposal means for plan fiduciaries
Learn about the latest US Department of Labor (DOL) environmental, social and governance (ESG) proposed regulation that governs selection of plan investments.
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