This report summarizes the findings of our annual survey that captures changes employers intend to make to their retirement and financial wellbeing plans in the year ahead. The 2024 version is the 20th installment of the report and features responses from almost 100 organizations employing three million workers. The survey was conducted in the fall of 2023.
Learn how employers are shifting their focus from participation to higher-level outcomes, such as financial wellbeing, and discover their satisfaction levels with various employee behaviors. The report offers actionable insights and recommendations based on the data and trends identified, empowering organizations of all sizes to make informed decisions.
What’s new in 2024?
- Importance of financial wellbeing in employer sponsored Defined Contribution plans
- Adoption of optional provisions of SECURE 2.0
- Insights into employers’ perception of the success of their employee behavior initiatives
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