Trends Report

Knowledgeable Yet Unprepared: Trends In US Retirement, 2022

Security Seekers Are An Attractive Segment

March 3rd, 2023
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
David Hoffman, VP, Research Director
David Hoffman VP, Research Director
With contributors:
Oliwia Berdak , Aurelie L'Hostis , Sohm Gough , David Driskill , Aaron Suiter , Jen Barton

Summary

Americans are woefully unprepared for retirement. A large segment of the population, while knowledgeable about retirement saving, does not actually save for their golden years despite having the means to do so. Investment firms have an opportunity to direct these knowledgeable non-savers toward solutions that offer a better chance at a higher quality retirement. Leaders at investment firms can use this report to understand this segment and to develop strategies that target it.

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