In recent years, the retirement space has changed significantly. With Millennials joining the workforce, Baby Boomers entering retirement and mobile and social media at the forefront of the digital experience, providers must adapt their offerings to keep up with industry shifts. Our new study, Satisfying Today's Retirement Plan Participant, explores the latest retirement trends and discusses the implications these trends have for retirement plan providers.

This report will help users:

  • Understand the major trends that are currently impacting the retirement industry, from demographic shifts to changing consumer preferences
  • Recognize the challenges that plan participants face in saving for retirement
  • Implement best practices that leading DC plan providers are using on their digital platforms
  • Determine how to best meet participant expectations and improve their retirement readiness

Download the study preview to receive:

1) ​Full study table of contents
2) List of exhibits 
3) Introduction to the study
4) Study methodology
5) Excerpts from the study


For this report, we conducted a survey of close to 1,500 defined contribution retirement plan participants who were required to access their plans at least once every 6 months. We asked questions related to DC plan enrollment and contribution, provider site and mobile app usage, importance of features on the provider site or app, attitudes on retirement readiness and several other topics. We also leveraged our DC Plan Participant Audit and Retirement Plan Monitor research for additional insights and consulted numerous third-party sources.

Get the study preview

For more information or to to purchase your copy of the study, please contact your CI Account Manager, or contact:

James McGovern
VP, Consulting Services

© 2016 Corporate Insight, Inc.

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