U.S. Retirement Plan Participant Satisfaction Study

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The J.D. Power U.S. Retirement Plan Participant Satisfaction StudySM evaluates the needs and expectations of today’s retirement account investor and measures customer satisfaction with 401k provider services. Delivering a superior experience can benefit your company in many ways: it can positively influence plan sponsor decisions, drive brand awareness and promotion, and affect rollover decisions when employees leave their job.
of Millennials have set specific retirement goals, compared with just 44% among both Gen X and Boomer participants.
of current group plan participants say they “definitely will” roll over those assets to their current plan provider in the future.
“FIRMS NEED TO FOCUS ON IMPROVING THEIR DIGITAL & MOBILE OFFERINGS TO MEET THE EXPECTATIONS OF DIGITALLY ENGAGED CUSTOMERS.”
Mike Foy
Senior Director of the Wealth Management Practice at J.D. Power

Deliverables:

  • Customized executive presentation and strategy session that gives you data-driven, actionable recommendations for achieving your strategic business goals
  • Executive briefing document highlighting key trends and insights across the industry
  • Scorecard benchmarking your company’s performance compared with the industry across key drivers of satisfaction, loyalty and advocacy metrics
  • Competitive survey data and industry reports including information on customer segments
  • Data and analytical tools for performance insights and competitive comparisons with your peers
  • Access to VoX Platform—J.D. Power’s proprietary interactive reporting interface
  • The complete study data file with consumer survey responses

Contact Us About This Study