Talking Points
Future Fears, by Gender
their assets
health care costs
long-term care costs
From an Adviser’s POV
What plan advisers observe about their plan sponsor clients
Realistic Expectations
Forty-four percent of American workers who participate in a company-sponsored retirement plan believe they will be comfortable in retirement as long as they spend carefully.
Millennials Attuned to Others
Of 2,000 Millennials surveyed, 83% who have never invested said, if they did, they would choose a company that is ethical and socially responsible.
Stressed!
Seventy percent of American workers say they’ve felt anxious about their finances in the past year, and 65% expect that to continue over the next 5 years.
Falling Flat
Large majorities of women say they prioritize planning for their retirement and their family’s future—90% and 84%, respectively—yet over 70% say they don’t do a very good job at either.
A Hand Extended
Managed accounts and target-date funds continue to gain ground, and over one-third of companies now offer investment advice for their retirement plan participants.
What Investors See as the Benefits Of Working With an Adviser
Smart About Finances and Saving for Retirement
Eighty-eight percent of respondents who correctly answered 76% or more questions asked for the 2019 TIAA-GFLEC Personal Finance Index save for retirement on a regular basis.