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Research Summary

  • Plan Design

Inside the Minds of Plan Participants

October 26, 2011

Our seventh annual survey continues to uncover differences between two distinct US employee investor mind-sets, as well as some interesting similarities. For both groups, target-date funds keep growing in use and popularity, through all the market gyrations of the past several years. Furthermore, target-date funds garner very high levels of satisfaction from employees. Most importantly, workers clearly told us that their top priority in their search for a comfortable retirement is an investment option that provides guaranteed lifetime income.

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