Survey Says, No Turning Back: Accumulation and Beyond in Retirement Plans

Fasten your seatbelts. The first generation of 401(k) investors is retiring—and the rubber is hitting the road. The release of our 10th Annual Retirement Savers Survey reveals a turning point in plan design. Will you and your plan-sponsor clients be ready? Most participants nowadays expect automatic features, target-date defaults and matches as plan features. And withdrawal strategies and in-plan retirement income features are gaining momentum. What do savers say they need to retire well? Join us for a look at the retirement journey—where we’ve been, where we’re going and what opportunities and challenges the next phase might bring. Featured Speakers: • Glenn Dial, Senior Retirement Strategist • Christy Poe, Vice President, Regional Retirement Consultant