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Plan Insights

Use our timely insights to add value to your sponsor relationships, improve plan service, and stay on top of changes in the defined contribution landscape.

New research: Meeting participants’ changing needs

ESG investing report

Gallup Survey ESG Paper

Seventy-six percent of investors, on average, are interested in ESG themes such as protecting the environment. This interest, as well as demographic shifts, indicate that ESG should be a top priority, yet education is needed.

Help your clients seize the ESG opportunity to promote:

  • Reputational benefits with stakeholders
  • Participant engagement
  • Participant connection

Download ESG Report


Retirement income report

Gallup Survey RI Paper

Ninety-eight percent of investors we recently surveyed think guaranteed retirement income is important, but many have unrealistic expectations about how to achieve it. Help them close the knowledge gap.

Find key takeaways and actions you can take to:

  • Determine if retirement income is right for your plan
  • Help participants better prepare for retirement
  • Define objectives for your plan as well as solutions and capabilities needed

Download RI Report

2017 Wells Fargo Retirement Study

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With positive market returns, the number of working Americans age 30 and older who think the U.S. stock market is a good place to invest for retirement increased considerably over the past year. But a significant portion of investors have concerns, particularly around health care.

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2016 Wells Fargo Millennial Study

2016 Wells Fargo Millennial Study

More than 40% of employed millennials haven’t started saving for retirement. Some struggle with debt, while others are wary of financial markets or simply don’t know where to begin. The good news? Millennials are open to financial coaching and education.

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Insights on Retirement Income


Spending in retirement is a tough problem to solve for. How can we make this an easier issue for retirees? Read our series of articles:

Article 1: Help Retirees Spend with Confidence

Article 2: How to Solve the Unsolvable Retirement Problem

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