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WHO WE SURVEYED


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KEY FINDINGS

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.
 
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A shifting philosophy

A shift is taking place among plan sponsors in their view point 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).

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Taking steps to strengthen plans

Plan sponsors are taking advantage of innovative design features and investment vehicles to strengthen their DC plans. This is solid progress, but room for even broader implementation exists.
 
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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 not aware of their fiduciary status.

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