2020
DC Survey: Plan Benchmarking
2020 Survey
Participant Education and Advice
The COVID-19 pandemic has elevated the perceived importance of investment advice and financial wellness offerings. This year, a record 85% of plans now offer some form of investment advice. Financial education was also more common and is now offered in 74% of plans, up from just 56% in 2017. Nearly all types of financial education saw year-over-year increases in their accessibility. Such growth is fueled in part by the near universal belief sponsors have in the benefits of financial wellness programs: Over 95% agree that such programs are “very useful” to participants.
Unique defined contribution (DC) benchmarking tools based on feedback from roughly 3,000 employers
PLANSPONSOR Industry Reports in a nutshell:
- 65+ pages in PDF format
- Cover DC plans in 50 different industries
- Compare client plans to others in the same industry and asset class, and overall
- Available with your firm's branding or logo on every page
- Distributable to sales staff or adviser network; post on your client site behind registration
Availability: December 2020
Download more information here.
Contact Rob Reif / 212-217-6906 / robert.reif@issmediasolutions.com
