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Insights

New Research: Meeting Participants’ Changing Needs

Retirement Insights
April 2018
Wells Fargo Asset Management

Summary:

Research from WFAM and Gallup provides insights into ways to stay ahead of retirement income and ESG investing needs and potentially enhance participants’ financial well-being.

ESG investing report

ESG investing report

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

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Retirement income report

Retirement income report

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

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