We are retirement investment experts.
For more than 85 years, we’ve helped clients like yours achieve the retirement plan outcomes they want.
Over 50% of the firm’s assets under management are represented by defined contribution assets
20 years of experience delivering target date solutions
30+ years of experience providing recordkeeping services and managing stable value assets
BIG OPPORTUNITY
High demand—92% of sponsors want to do more when providing retirement income solutions. Where can they start?
Most sponsors say that sustained income duration (income that won’t run out) is a top-three priority for their plan’s participants. Additionally, 65% believe that better income yields (higher levels of payment) is a top-three priority for those enrolled in their plans.
Sustained income and better yields are among top priorities.1
Low supply—only 3% of plans cater to the needs of retirees.1
Of the plans we surveyed, 92% want to keep employees enrolled after they’ve retired. Yet only 3% of plans have taken actions that cater to the distinct needs of these individuals. Sponsors can retain retired participants by highlighting the benefits of keeping assets in plans.
Sponsors want to retain retired employees, but plans often fall short on their offer.
92% of sponsors want to keep retired employees in their plans
3% have taken action to do so
1T. Rowe Price Retirement Plan Report: Understanding Retirement Income to Inform Better Retirement Outcomes. September 2021.
Five Research-Backed Tips for Better Results With Retirement Plans.
CLIENT-FOCUSED PRODUCTS
Here are some strategies to consider while evaluating retirement income solutions.
Target Funds and Retirement Funds
Every retirement investor is different. Our target date solutions are designed to help plan participants reach their long-term investment goals—whatever they happen to be.
Stable Value Common Trust Fund
Consider this potential retirement income tool that seeks to provide maximum current income while maintaining stability of principal.
ACTIONABLE INSIGHTS
Essential retirement income research
It’s becoming more common for retired plan participants to keep their savings in plan. They may need help converting assets into an income stream.
How do you create the "best" retirement income strategy? Clearing up confusion about different retirement income products creates opportunity for traditional advice providers.
Keeping people on the path to their desired retirement outcomes may take holistic services that address financial wellness.
It’s becoming more common for retired plan participants to keep their savings in plan. They may need help converting assets into an income stream.
How do you create the "best" retirement income strategy? Clearing up confusion about different retirement income products creates opportunity for traditional advice providers.
Keeping people on the path to their desired retirement outcomes may take holistic services that address financial wellness.
Check out our full collection of retirement income insights.
INTERACTIVE TOOLS
Are your clients on track for retirement?
Let’s find out. Once you have the results, we’ll suggest a variety of potential actions that can help your clients prepare for retirement. This interactive Retirement Income Evaluation Framework is a discussion guide to assist plan sponsors when evaluating the retirement income solutions available in their plans.
Retirement investors can use the Retirement Income Calculator to find out where they stand and to better prepare for retirement. They can even test different scenarios to see how changes might affect their likelihood of success.
Life is about more than a retirement account balance. This interactive discussion guide can help plan participants gain clarity and peace of mind around making the retirement they want a reality.
Plan-specific data can help make the case for reenrollment. Get a scatterplot analysis to show how equity allocations at the plan level compare to an optimized glide path.
Take the next step.
Contact us.
202301-2618306
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