Retirement Market Reports

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2019 DC Participant Insight Series: Attitudes, Concerns and Communication Preferences of DC Participants

Attitudes, Concerns and Communication Preferences of DC Participants addresses communication preferences and how DC plan participants prefer to gather information to make financial decisions.

This study addresses attitudes and behaviors of plan participants in 2019. 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.