NOW OPEN FOR SPONSORSHIP:
The 2025 In-Plan Insights Program
Gearing up for its fifth year, Greenwald Research’s In-Plan Insights Program focuses on opportunities in the retirement plan market, including in-plan retirement income solutions, accumulation investment options, and strategies. Through insights from plan participants, plan sponsors, and plan advisors, this study will explore the changing landscape of retirement planning and the role of the workplace.
- Appeal of in-plan income options, including those with and without GLI
- Views on retaining plan assets in the plan after retirement
- Identifying obstacles to sponsors and advisors/consultants and how to overcome them
- Retirement income communication and participant journey
Interested in In-Plan Insights?
Complete the form to learn more about becoming a sponsor for these studies.
Additional Resources
Employees, Concerned About Inflation and Longevity, Want Income Options in Retirement Plans, Survey Says
But Plan Sponsors Are Concerned About Complexity, Costs, and Choice
Ongoing Economic Challenges Increase Interest in Lifetime Income Options in DC Plans
New Study Shows Most Plan Sponsors Open to Income Options Despite Significant Concerns
Bringing Back the Pension?
It has become all but impossible for many employers to offer a traditional defined benefit pension plan. Instead of employers forming new pension plans, they have worked to reduce the strain on both their…
Plan Participants Want Options that Generate Retirement Income in Their Workplace Retirement Plans
Many plan sponsors are open to these solutions; 8 in 10 say these options would improve participants’ retirement security
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