Enhance Retirement Readiness

Partner with a Professional Retirement Plan Advisor and Achieve Higher Participant Retirement Readiness Scores

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Plan sponsors who retain the services of a Professional Retirement Plan Advisor entirely dedicated to the business reap tremendous benefits from the partnership. Most salient is the enhanced participant retirement readiness that stems from repeated measurements, participant reporting, plan design changes, participant guidance, and advice. Specialized Advisors apply a wealth of insight and experience to create an environment conducive to participation and contribution levels that lead to retirement success.

This discovery research study was conducted by EACH Enterprise, a firm specialized in retirement plan research whose clients include retirement plan service providers and investment managers across markets, plan sizes, distribution channels, and asset classes.

EACH Enterprise administered the questionnaire to 407 plan sponsors screened from among a panel of 3,307 plan sponsors. The sample consists of:

  • Employers of the private sector (privately-held, exchange-traded, and not-for-profit)
  • 100 employees or larger
  • 401(k) or 403(b) plan sponsors
  • Plan assets in the $5 million to $500 million range
  • Head of the retirement plan committee or fiduciary named in the plan document

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