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.
Participant trading was exceptionally limited in August, with just 0.08% of assets transferred and 14 of 21 trading days favoring fixed income.
July market performance was mixed, with international equities advancing, fixed income declining as yields rose and U.S. equities producing uneven results across market segments.
Retirement plan trading increased in the second quarter as equity markets rebounded sharply from first-quarter volatility.
Canada (EN)
