Relatively Rare Birds: Drawdown

20%: DC plans with professionally managed accounts that have a drawdown feature.

  • There Is an App for That

    63%: Defined contribution plans with financial modelling tools.

  • Paycheck to Paycheck

    25%: Employers may be very likely to help employees with budgeting.

  • Struggling to Save

    57%: Middle market U.S. households that are not saving regularly.

  • What Are My Options?

    75%: Middle market U.S. households that are interested in learning saving options.

  • Limiting the Leakage

    8.8%: Drop in probability of low-income workers reaching 80% income replacement in retirement if they take money from their defined contribution plan early.

  • Women Worried About Running Out

    11%: Gap in how much more worried women are about running out of money in retirement than men.

  • Women Want Financial Advice

    67%: Women who believe financial advisors add value.

Older Jul 24, 2014 To Aug 1, 2014