For many workers, retirement still feels like a distant goal—especially when today’s financial priorities include rising costs, student loans, housing expenses, and everyday bills. Yet the responsibility for achieving a secure retirement increasingly rests on participants themselves. New research from Cerulli shows that many workers are looking for more than investment options; they want guidance, confidence, and a clearer understanding of what it will take to retire successfully.
The study found that participants place significant value on personalized advice and retirement income solutions that can help them translate savings into a sustainable retirement. As retirement plans continue to evolve, advisors and providers have an opportunity to meet participants where they are—helping them navigate important financial decisions while building confidence in their long-term financial future.
Read Fred Barstein’s full article, “What 401(k) Participants Want from their Advisor, Provider,” for a closer look at how participant expectations are changing and what that means for the retirement plan industry.
