2019 Survey of Plan Sponsors and Retirement Savers

Plan Participants and Sponsors Agree—and Disagree—on Retirement Features

Our 7th annual survey includes findings of plan participants as well as sponsor perspectives. But, are they on the same page? Get the inside information—from the biggest obstacles workers continue to wrestle to how employers can help with retirement readiness. Watch highlights from the survey.

Share Key Participant Findings

American workers give insight into their struggles. Biggest regret? Not saving more.

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Share Key Plan Sponsor Findings

Employers with advisors are more satisfied with employee education.

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Compare and Contrast Participant and Sponsor Views

Employees and employers differ on “nudges” and risk but agree on debt as a saving obstacle.

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Survey Methodology:

Plan participant survey was conducted in first quarter 2019 and included 1,500 respondents between the ages of 25 and 65, currently working full-time outside the government. The data were weighted to reflect the makeup of key demographics (gender, income, and education) among all American private sector participants between the ages of 25 and 65. Plan sponsor survey was conducted in first quarter 2019 and included 500 defined contribution plan decision-makers. Plans ranged from $10 million to more than $250 million in plan assets. Percentages may not total 100 due to rounding and/or missing categories. Data collection and analysis were completed by Mathew Greenwald and Associates of Washington, D.C.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.