Communication is essential between DC retirement plan participants and the financial advisors to whom employers give access to answer any questions or concerns about their plan.
Spectrem Group’s comprehensive DC Participant Insights Series is an significant resource. You will receive three reports throughout the year. Each 50-60 page report provides advisors and providers an understanding of how plan participants make their financial decisions regarding plan assets, the tools they use to manage their plan and their vision of the ideal advisor- participant relationship.
With the DC Participant Insights Series, financial advisory firms and plan providers can better understand these attitudes and behaviors and assess how they can most effectively assist plan participants with their retirement planning.
2020 Topics Include:
- Attitudes and Behaviors – includes a Presidential Election Update
- A Profile of the Female DC Participant
- DC Plan Participants and Financial Wellness
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