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Three key implications from the research:

  1. How do we help participants save more?
  2. What is a prudent glide path design when most participants don’t save enough and their lifestyle requirements in retirement have increased?
  3. How do we help participants decumulate their retirement savings efficiently?

#1

Average contribution rates remain too low

#2

Retirees are spending at higher-than-expected levels

#3

More people are staying in their plans after they retire

<10%

Participants start saving at 5% and never reach 10%. Inflation-adjusted salary has remained flat during this time, which impacts how much people save.

>90%

Income replacement at retirement is more than 90%, contradicting the rule of thumb of 70%-80%.

42%

Remained in the plan three years after retiring—more than double from ten years ago. More participants will need help decumulating their assets.

Source: J.P. Morgan retirement research, 2018-19.
09fp211810210418
  • Retirement Research
  • Target Date Investing