Leave Us the Money

27%: Plan sponsors who prefer that employees who move on leave their money in the plan.

  • Counting the Costs

    61%: Plan sponsors who are very likely to review their total plan cost in the next 12 months.

  • It’s All About Integration

    13%: Plan sponsors who are very likely to integrate administration and investment management.

  • Doubling Down

    2X: Increase in the retirement readiness of lower-income Generation X workers when they have 20 years to participate in a defined contribution plan.

  • Habits of Highly Successful Retirees

    84%: Wealthier retirees who own tax-deferred accounts such as 401(k)s or IRAs.

  • Hard to Understand

    43%: Plan participants who find the information from their employer’s 401(k) plan difficult to understand.

  • Running Short?

    58.5%: Older baby boomers who are projected to have enough money in retirement.

  • Debtors Cashing Out

    27.3%: Households with debt of $3,000 to $10,000 that cash out their defined contribution plan accounts early if they leave their employer.

Older Sep 22, 2014 To Sep 30, 2014