Professional Investment Assistance Report Highlights

March 22, 2018

What kinds of professional investment assistance are workers using and how many workers are using them? How do workers using in-plan investment assistance perform in comparison to workers who don't use assistance?

Download the highlights above for answers to these questions and more.

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Insights and advice for college grads
Insights and advice for college grads

New college grads face many changes and challenges during their first few months on the job, including enro...

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The impact of managed accounts and target date funds in defined contribution plans
The impact of managed accounts and target date funds in defined contribution plans

This report discusses ways in which managed accounts and target date funds—professional investment assistan...