Skip to main content

2020 Retirement Plan Participant Research (Self-Study)

Topic

General Principles of Financial Planning

Program ID

275484

Hours

1

Format

Self-Study / Recorded webinar

Complexity

Overview

Description

American Century Investments’ 8th annual survey of plan participants found differences of perspectives among Millennials, GenXers and Baby Boomers with respect to retirement. All have strong feelings around goals, their own saving behavior and expectations. Hear their views on the role of their employers, interest levels in decumulation services, ESG investing and holistic advice as well as their thoughts about risk. And learn how those perspectives can help frame retirement plans to help participant outcomes.

Learning Objectives

Learn about employees’ perspectives around retirement expectations, decision-making and their views of employers to help structure an effective qualified retirement plan.