The Retiree Insights Program

Retiree Insights is an ongoing program of research to develop a comprehensive, in-depth understanding of the investment-related needs, concerns, and preferences of pre-retirees and retirees. Our multi-phase approach allows us to provide our sponsors with actionable information and insights that can inform strategies marketing materials, and thought leadership on a wide variety of issues.

CALL FOR SPONSORS:

The 2022 Retiree Insights program will be four phases, composed of online surveys and online focus groups of consumers and financial advisors.

Key Issues for the 2022 Study include:

• Assessment of the current investment environment
• Strategies for saving, planning, and taking retirement income
• How are shifts in the nature of work impacting the transition to retirement
• How are consumers planning for their desired retirement lifestyle
• Changes in retirement expectations, views of the market, and planning approach since the pandemic

Contact us to learn more about sponsoring the 2022 study.

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