About the 2026 In-Plan Insights Program
Greenwald Research’s In-Plan Insights Program focuses on opportunities in the larger retirement plan market, including in-plan retirement income solutions, accumulation investment options, and strategies. Through insights from plan sponsors and plan advisors, this study will explore the changing landscape of retirement planning and the role of the workplace.
- Identifying obstacles to sponsors and advisors/consultants and how to overcome them
- Views on retaining retiree assets and supporting sponsors and retirees during the income phase
- Advisor/consultant criteria/processes for introducing and evaluating income options
- Appeal of DC plan income options, including those with and without GLI
- And more!
2025 RESULTS RELEASED!
Majorities of plan sponsors and plan participants suggest retirement plans should include two or three income choices for retirement income — one of the most consistent findings from Greenwald Research’s multiple years of In-Plan Insights Program research.
Interested in In-Plan Insights?
Complete the form to learn more about becoming a sponsor for these studies.
Additional Resources
Study: Plan sponsors and participants agree there should be a choice of DC income solutions
Choices may need to include an out of plan solution
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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