DC Participant Insight Series
CHANGING PLAN PARTICIPANT ATTITUDES AND BEHAVIORS
The Changing Plan Participant Attitudes and Behaviors study addresses attitudes and behaviors of plan participants in 2013. 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. The study examines how participants feel about debt, aggressive investments and other factors relating to the management of their defined contribution plan as well as their outside investments.
Available June 2013. $6,000
PLAN PARTICIPANT SOCIAL MEDIA AND TECHNOLOGY USAGE
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 August 2013. $6,000
THREATS TO ADVISOR RELATIONSHIPS WITH PLAN PARTICIPANTS
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? 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? What services have they received from an advisor? What do they need? Financial planning? Long term care? Available October 2013. $6,000
$15,000 — Full Series
