The report will enable subscribers to:

Maximize Revenue
Monitor key drivers of plan sponsor consideration to retain current clients and acquire new business

Measure Loyalty & Momentum
Determine which levers to pull to build loyalty with current plan sponsors to maximize brand momentum

Understand Plan Sponsor Needs
Identify product and service offerings plan sponsors are looking for to increase satisfaction

Plan Sponsor Mindset

• Primary areas of focus
• Greatest fears and pain points
• Confidence in the global economy and outlook for US economy
• Changes to and types of intermediaries used
• Print and online media consumption

Plan Design and Financial Wellness

• Use of and interest in 401(k) student loan match and new student loan debt assistance
• Availability, overall satisfaction, types and components of financial wellness programs; participant use, metrics to evaluate success
• Types of investment advice offered, use rates and barriers
• Use of and interest in offering multiple or pooled employer plans

Plan Provider Relationships

• Tenure with current plan provider
• Likelihood of conducting a formal plan review and switching in the coming year
• RFP issuance and results of RFP
• Reasons for switching providers

Plan Provider Brand Equity, Use and Satisfaction

• Awareness, impression and consideration of 29 plan providers
• Performance on 17 critical brand attributes that drive selection
• Strengths, weaknesses and growth potential of specific brands
• Satisfaction with and loyalty to current plan provider
• Plan provider contact recall

Investment Menu Design

• Use of and interest in OCIO models
• Anticipated changes to investment lineups
• Use of, interest in and barriers to ESG investments
• Target date funds offered, criteria for provider selection
• Participant-managed account use
• Availability and types of retirement income products and service solutions offered
• Anticipated changes to the plan investment mix
• Reasons for dropping and/or reducing investments

DC Investment Manager Brand Equity, Use and Satisfaction

• Awareness, impression and consideration of 44 DC investment managers
• Performance on 16 critical brand attributes that drive selection
• Strengths, weaknesses and growth potential of specific brands
• Frequency and types of contact wanted from DC investment managers
• DC investment manager contact recall
• Satisfaction with and loyalty to DC investment managers