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.



The 2021 Retiree Insights program will be four phases, composed of online surveys and online focus groups of consumers and financial advisors.


Key Issues for the 2021 Study include:

  • The impact of the COVID-19 crisis on views towards investing, financial products, financial security, and preparation for retirement
  • Assessment of the current investment climate, including interest rates, market volatility, and outlook
  • Concerns around inflation, job loss, a market downturn, and an economic recession
  • Appeal of retirement planning strategies, solutions, and guaranteed income streams
  • Relationship with financial advisors and plan providers
  • Role and expectations of financial services companies

Get more details here:


Contact us to learn more about sponsoring the 2021 study.

Interested in Retiree Insights?

Complete the form to learn more about sponsoring the next Retiree Insights Program.