RESEARCH |
2015
Participant Survey
PLANADVISER checks in with workers on the path to retirement
Reported by PLANADVISER
| Art by Chris Buzelli
Industry Trends
- --Select Criteria--
- Household Finances
- Retirement Savings
- Primary Source of Information Used When Evaluating Investments
- Confidence in Achieving Retirement Goals by Age 65
- Importance of Employer’s Retirement Plan When Changing Jobs
- Rating of Employer’s Retirement Savings Plan
- Trust That Individual/Entity Will Make Decisions 100% Aligned With Participant Needs/Interests
- Participant Agreement With Each Proposed Concept
- Hypothetical Trade-off Scenarios