2017 Defined Contribution Plan Sponsor Survey Findings
WHO WE SURVEYED
Sharpening focus on retirement outcomes
Plan sponsors are more intent than ever on helping participants reach a financially secure retirement. We see this in the importance assigned to outcome-oriented plan goals and success criteria and in the main reason cited for offering their plans.
A shifting philosophy
A shift is taking place among plan sponsors in their viewpoint on driving participant decisions. Now, more say they focus on proactively placing participants on a solid saving and investing path (vs. having participants make their own choices).
Taking steps to strengthen plans
Plan sponsors are taking advantage of innovative design features and investment vehicles to strengthen their plans. This is solid progress, but room for even broader implementation exists.
Persistent misperceptions on fiduciary role
Despite many positive trends identified in this year's survey, one measure remains unchanged from 2015–many plan sponsors are still not aware of their fiduciary status.
DOWNLOAD OUR 2017 DEFINED CONTRIBUTION PLAN SPONSOR SURVEY FINDINGS
Interactive research website
Explore the research findings by plan size and theme, view trends across three surveys and download relevant insights and resources.
Podcast: Fiduciary misperceptions
Listen as Dan Notto and Meghan Jacobson discuss this year's findings with a focus on plan sponsors' understanding of their fiduciary role.
DC Plan Participant Research
Learn more about the attitudes and behaviors of DC plan participants when it comes to saving and investing for retirement.
Source: J.P. Morgan Plan Sponsor Research 2017.
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