Turning retirement resolutions into reality

Our 2018 survey finds that although DC plan participants are making progress and gaining
confidence overall, more work is needed to:


IncludedImage Understand the state of the participant

           Assess participants' confidence in their ability to plan for retirement.
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expect to retire when they want and/or with enough savings to last throughout their lifetime.
Read Part 1


IncludedImage Motivate participants to save

           Help participants overcome intertia by putting them on the right path from the start.
of participants support a combination of automatic enrollment and automatic contribution escalation.
Read Part 2

IncludedImage Streamline investment decision-making

           Simplify investing to improve retirement outcomes.
IncludedImage 99%
of participants who have gone through a re-enrollment and allowed funds to go into a TDF are satisfied.
Read Part 3