In-Plan Insights


2022 In-Plan Insights Program

The 2022 Results are now available! Check out our free content on just some of the key findings below. Find out how to purchase the full report by completing the form or contacting us directly.

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The 2023 In-Plan Insights Program


Gearing up for its third 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.

  • In-plan income options, including those with and without GLI
  • The role of TDF and Managed Accounts in retirement income
  • Views on retaining plan assets in the plan after retirement
  • Views of SECURE Act, reaction to income disclosures and information still needed
  • Planning programs that participants and sponsors value
  • Identification of critical gaps between plan sponsors and plan participants on these topics

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