DC Participant Planscape asks DC participants the questions your firm can’t and offers firms a unique understanding of what drives participant contribution and investment behavior. The report benchmarks the top plan providers on key satisfaction drivers and brand engagement metrics, monitors the brand perceptions of leading investment account providers and identifies the firms best positioned to capture rollover assets.
NEW THIS YEAR: Gen Z participants; additional analyses by race/ethnicity; verbatims on how to create an ideal retirement among pre-retirees and bridge the gap between dreams and realities; methods used to calculate retirement savings goal; confidence in ability to convert savings into income; interest in retirement income product features; emergency expense fund savings levels; language preferences; interest in SECURE 2.0 Act offerings.
The report will enable subscribers to:
Boost Participant Satisfaction
Uncover the features, offerings and retirement tools participants want from providers to maximize satisfaction and retain assets
Identify New Opportunities
Develop successful cross-sell programs and validate participants’ desire for additional contact from plan providers
Attract Rollover Dollars
Identify the factors participants consider when selecting a rollover IRA provider to keep current-plan assets in-house and attract new rollover dollars
Plan Provider Satisfaction and Loyalty
Participant Contribution Behavior
Financial Wellness and Retirement Readiness