Participant research Show me the income
Invesco’s 2022 defined contribution research explores plan sponsor and participant preferences for creating retirement income.
Our award-winning¹ ReDefined Contribution Plans Research Series explores topics ranging from how participants think about retirement income, make investment decisions, and respond to plan language.
Invesco’s 2022 defined contribution research explores plan sponsor and participant preferences for creating retirement income.
Our 2021 defined contribution language research focused on participants’ overall understanding of the plan’s investment menu, the potential benefits of staying in the plan, and communicating retirement income.
2024 Defined Contribution Participant Pulse Survey: Insights into the Behaviors, Concerns, and Preferences of Large DC Plan Participants Across the US
In our research, we found three-quarters of plan participants wanted their plan sponsors to start the retirement income conversation earlier.
In our research, we found that a primary financial goal for almost all participants’ DC plan savings was to maintain their pre-retirement lifestyle.
In our research, we found plan participants wanted the feeling of control with the ability to choose from a range of retirement income solutions.
In our research, we better understand how much money plan participants actually need at and later in retirement to achieve their retirement goals.
Our retirement income study highlights key findings on the evolving industry as participants seek guidance turning their DC plan savings into income.
In our research, we found plan sponsors have a significant opportunity to help participants connect savings to retirement income.
We share findings from our study to help DC plan sponsors start the retirement income conversation with participants.
We studied ways to position target risk and target date funds on the investment menu to maximize understanding.
Participant outcomes are driven by four key tenets of DC plan management: Plan design, participant engagement, plan governance, and investment startegy.
Founded in 1967, the FCS is a national not-for-profit organization dedicated to improving professional standards in financial marketing communications through a mission of community, education and philanthropy. The FCS awards are selected by consensus from among the judging panel of 40 industry experts who each nominated their favorite from among 500+ entries. In 2023, Invesco’s “Show Me the Income” won Best in Show Business to Business, Digital collateral B2B - Silver, and B2B integrate marketing – Gold. In 2022, Invesco’s “Watch Your Language” won Gold for B2B Digital Collateral & Corporate Image, and Best in Show Business to Business. In 2021, Invesco’s Forgotten Participant won the FCS silver award in B2B print collateral. Invesco paid a standard entry fee to participate.
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