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What's Inside?

This white paper is based on our Retirement Planscape® report. 

While the 401(k) industry is broad, the subset of DC plans seeking a new provider is actually quite limited. Only 29% of retirement plan sponsors are highly likely to initiate a formal retirement plan review in the next 12 months and just one in five sponsors expects to switch plan providers as a result. 

This research paper reviews:

  • Characteristics that distinguish likely switchers
  • Common trends among likely switchers, including the way they use intermediaries and interact with plan providers
  • Strategic implications for plan providers that strive to position themselves as partners to likely switchers

Download the White Paper!