Asset Allocation of Plan Participants

How do plan participants go about their selection process when choosing among funds in their plans?

Asset Allocation of Plan Participants addresses the key concerns and topics that are essential to those firms and managers who are interested in growing their retirement plan businesses.

Data compiled from 4200+ participants in the first half of 2011 reveals critical insight into the minds and behaviors of retirement plan participants including:

  • What is the #1 criterion in selecting among funds?
  • How do investors evaluate choices – what is their decision process?
  • What is the marked modification investors make in their strategy as they get closer to retirement?
  • What is their level of understanding regarding the products offered and what benefits may accrue to them? 
  • How have they changed their selection process in recent years?

If you are an influencer, or someone that shapes your firm’s vision, this report’s data and conclusions will aid your decision-making processes as well as help you determine how to pinpoint a marketing strategy for each of your target demographics.  Asset Allocation of Plan Participants gives you the most timely research and critical insight into the trends that will shape this market for the next year.    $3,800