The industry group warned that modernization is urgent, as demand from retirement plans accelerates.
Research
Studies, surveys, and data on retirement plan trends and participant behavior.
6 articles
Both availability and usage shifted toward passive strategies over the past decade, according to a recent DCIIA report.
Confidence about employees’ abilities to retire on time nearly doubled, but economic conditions remain challenging, according to MFS.
Some investors shifted out of equities and into more conservative options in March, but most stayed the course, according to Alight’s 401(k) trading index.
The company recommends annuitizing one-third of total savings and applying the standard, systematic 4% withdrawal on the rest.
A Franklin Templeton survey found strong alignment between employees and employers on benefit priorities, but employees struggle to navigate retirement options.