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Episode 44: What Are DC Plan Participants Telling Us They Need and How Are Plan Sponsors Responding?
Manage episode 409491421 series 2799696
İçerik Georgetown University Center for Retirement Initiatives tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Georgetown University Center for Retirement Initiatives veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Jeri Savage, lead retirement strategist for MFS Investment Management, shares the findings of their recent 2023 Global Retirement Survey and 2023 DC Plan Sponsor Survey. These surveys provide some valuable insights into the confidence and knowledge of retirement plan participants, what they need and want from their plans, and how plan sponsors are responding. As Jeri notes, "there are a lot of positive takeaways: plan participation is up, deferral rates are up....and plan sponsors [are] thinking more holistically." MFS is a general supporter of the Center for Retirement Initiatives. The views and opinions expressed in this podcast are the views of the guests and do not reflect any policy or position of the Center for Retirement Initiatives.
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