Industry Trends and Research
Plan sponsor interest in keeping retiree assets in their defined contribution plans is increasing, according to new research from Cerulli Associates . More than half (54%) of 401(k) plan sponsors prefer to keep their retired participants’ assets in their plan, as opposed to having participants roll their assets into an individual retirement account (IRA) or another employer-sponsored plan, a notable increase from 26% in 2019, the firm reports in its latest Cerulli Edge—U.S. Asset and Wealth Management Edition.
Mega Plan Market Findings from Cerulli’s 2022 DC Consultant Survey offer similar results. In this case, 16% of […]
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