THE RESULTS ARE IN:
The 2023 In-Plan Insights Program Plan Sponsor and Plan Participant Surveys
Selected key findings from the 2023 research can be found in the press release. Want more? Fill out the form for more information on how to purchase the full 2023 report.
NOW AVAILABLE FOR SPONSORSHIP:
The 2024 In-Plan Insights Program
Gearing up for its fourth 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
- How plan advisors can shift from cog to catalyst in driving adoption and utilization
- Views on retaining plan assets in the plan after retirement
- Planning programs that participants and sponsors value
- Identification of critical gaps between plan sponsors and plan participants on these topics
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
Follow Us
