Industry

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Retirement Plan Study

This study was conducted to understand how the plan sponsors are delivering the retirement plans and to gauge the insights on plan design, investments, and in-plan retirement income options.

 

Research advisory & campaign strategy

This study was conducted for the plan sponsors and DC plan participants on the current state of defined contribution. Before conducting this study some secondary research was done to understand the requirements of the plan participant and how the plan sponsors are delivering the services.

Retirement Plan Study
 
 

Campaign specifics

Number of questions

20 +

Number of
questions

survey responses

1250 +

Survey
responses

geography targeted

1 +

Geography
targeted

profiles targeted

2 +

Profiles
targeted

target revenue companies

NA

Target revenue
companies

methodology

2 +

Methodology

Methodology
Arrow
Telephonic Interview and Online Survey
 
 

Key Takeaways

Key Takeaways
93% of the plan sponsors strongly agree that their role in building the overall financial well-being of their employees extends beyond preparing them for retirement.
Key Takeaways
77% of the plan sponsors prefer investments offering downside protection over investments that seek to outperform the market.
Key Takeaways
79% of the plan sponsor say that an actively managed target-date fund could reduce the impact of volatility for participants.
Key Takeaways
56% of the plan participant would save more if their plan provided more education on retirement planning and savings.
Editorial Design

Campaign summary stats

Report downloads

28 +

Report downloads

Social engagement

89 +

Social engagement

Geographical exposure

13 +

Geographical exposure

Similar Work

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