Retirement Planscape

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

• 401(k) plan success metrics
• Primary areas of focus
• Greatest fears and pain points
• Confidence in global economy, outlook for US economy
• Intermediary use, changes and influence levels 
• Print and online media consumption

Plan Design and Financial Wellness

• Cybersecurity protocols
• Barriers to and adoption and effectiveness levels of auto plan design features 
• Likelihood of recommending SECURE 2.0 offerings
• Financial wellness program availability, types of components, participant use and success metrics
• 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 34 plan providers (including 8 digital recordkeepers)
• 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

• Anticipated investment lineup actions and product changes
• Types of target date fund offerings, appeal of new features and selection criteria
• Use of and interest in retirement income solutions, success metrics and hurdles
• Interested in specific types of alternatives
• Use levels, perceived benefits and challenges of managed accounts
• Use of and interest in ESG investments
• Reasons for dropping and/or reducing investments

DC Investment Manager Brand Equity, Use and Satisfaction

• Awareness, impression and consideration of 43 DC investment managers
• Performance on 15 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