Market Insights

2013 Annual Retirement Market Insights Report
DC Participant Insight Series: Plan Participant Advisor Usage

The third report in Spectrem’s DC Participant Insight Series, Plan Participant Advisor Usage, will analyze the trends and expectations regarding the usage of financial advisors by retirement plan participants.

DC Participant Insight Series: Usage of Social Media and Mobile Techology

The second report in Spectrem’s DC Participant Insight Series, Plan Participant Usage of Social Media and Mobile Technology, will provide retirement plan providers and advisors with insights into the continuing evolution of interactions and expectations relating to social media and mobile technology.

DC Participant Insight Series: Plan Participant Attitudes and Behaviors

 

The first report in Spectrem’s DC Participant Insight Series, Plan Participant Attitudes and Behaviors, addresses critical issues for retirement plan participants; and will help you to better understand the attitudes, behaviors, practices, wants and desires of these investors. This understanding will allow advisory firms to better position investors’ concerns and needs and augment the loyalty, satisfaction and confidence of plan participants.  Some key questions asked in the report include:

DC Participant Insight Series

Planning for retirement remains a challenge for people all across the country, and defined contribution plan participants are no exception.   Volatile market conditions and global economic instability continue to dominate the headlines, and there aren’t many signs that this difficult investing environment will be settling down anytime soon.  

2012 Annual Retirement Market Insights Report
2011 Annual Retirement Market Insights Report

Spectrem's annual compilation includes Key Findings, Retirement Market Size, Corporate Plan Utilization, Defined Contribution Assets, Corporate DC Growth, 403(b) Assets by Segment, 401(k) Market Segmentation, Distribution of 401(k) Assets, Plan Participants, and Plan Website.