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DC Participant Insight Series: Financial Behaviors and the Participant's Mindset 2016

The Financial Behaviors and the Participant's Mindset study addresses attitudes and behaviors of plan participants in 2016.  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 participants.  The study examines how participants feel about inheritance, aggressive investments and other factors relating to the management of their defined contribution plan as well as their outside investments.