Retirement Market Reports

DC Participant Insight Series: Using Social Media and Mobile Technology in Financial Decisions 2017

Defined contribution plan participants are active users of both mobile technology and social media.  It is important for retirement plan providers and advisors to recognize this and incorporate usage of these tools into their marketing and customer service strategies.  With current usage of both social media and mobile technology highest among Millennial participants, continued rapid growth is assured.  

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DC Participant Insight Series: Advisor Usage Among DC Plan Participants 2016

Research shows that there are a multitude of driving factors regarding advisor usage among the general population, including age, wealth level, occupation and gender; but what about advisor usage among retirement plan participants?   Are the advisors they use associated with their retirement plan, or do they use an outside advisor?  If so, what type of advisors do they use?  What reasons were involved in making these decisions? 

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DC Participant Insight Series 2016

The DC Participant Insight Series includes research conducted with approximately 2,000 plan participants and are 50-60 page-long reports with information segmented by participant age, gender, and account balance.  $6,000 each or $15,000 for full series. 

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DC Participant Insight Series: Using Social Media and Mobile Technology in Financial Decisions 2016

As we continue to see the expanded use of social media and mobile technologies among the general population, retirement plan participants are no exception.  This research will examine and evaluate how retirement plan participants are currently using various social media outlets and mobile technology tools, and trending analysis will be done versus last year's research on these issues.  We will observe how these participants have continued to integrate these tools into their financial, investment, and retirement planning activities.  Available Now

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The Million Dollar Participant

The defined contribution 401(k) market has existed for over 25 years and some participants have been able to accumulate almost $1 million in their defined contribution account.  While this is not a common occurrence, in many cases, a participant may also harbor assets in IRA accounts from prior employers that were never rolled over into their existing 401(k) or other defined contribution plan. 

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DC Participant Insight Series - Advisor Usage Among DC Participants 2014

Research shows that there are a multitude of driving factors regarding advisor usage among the general population, including age, wealth level, occupation and gender; but what about advisor usage among retirement plan participants? What factors affect the way they utilize the expertise and planning skill of financial advisors? Who are they most likely to turn to for advice?  

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DC Participant Insight Series - Using Social Media and Mobile Technology in Financial Decisions 2014

As we continue to see the expanded use of social media and mobile technologies among the general population, retirement plan participants are no exception. This research will examine and evaluate how retirement plan participants are currently
using various social media outlets and mobile technology tools, and trending analysis will be done versus last year’s research on these issues.  Available August 2014.

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DC Participant Insight Series - Financial Attitudes and Concerns 2014

The Financial Attitudes and Concerns study addresses attitudes and behaviors of plan participants in 2014. The factors influencing their investment decisions, their financial concerns, and their behaviors regarding the consumption of financial information are all discussed in depth. This understanding will allow financial services firms to better position themselves to calm investors’ concerns and increase satisfaction and confidence among plan participants. 

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