August 1, 2018

Talking Points

A look at trends among retirement plans

Reported by PA

Eye on Retirement: A Matter of Perspective?

Pre-retirees

Retirees

56%

91%

28%

78%

51%

81%

69%

57%

84%

55%

Are confident their savings will last their lifetime

Worry they’ll have too little money to enjoy themselves

Worry they’ll have too little money

Are anxious about changes to Social Security benefits

Think low interest rates could hurt their income

Wish they had started saving sooner

Source: MassMutual

Going Fishing

Thirty-eight percent of Millennials are saving for retirement, and, on average, they expect to pack it in at age 56.

Source: TD Ameritrade

SRI Yet to Take Off in DC Plans

The market for sustainable, responsible and impact investments reached $8.7 trillion in 2016. Yet, say estimates, this accounted for less than 1% of the $7.7 trillion U.S. defined contribution (DC) retirement market.

Source: ClearPoint Financial Partners LLC