A New AIG Life & Retirement study shows respondents are focused on long-term financial planning, with many intending to seek help from a financial professional during 2022.
A survey also found nearly half of employees prefer to have a mix of investments and lifetime income over either traditional pensions or investments alone.
A study by Greenwald & Associates and CANNEX shows those close to retirement highly value guaranteed income to supplement Social Security, and suggests advisers consistently underestimate clients’ interest.
From what participants want, to retirement plan trends and what other plan sponsors are doing, data and research can be used to help retirement plan sponsor clients decide...