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?
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Retirement plan trading remained modest in October, with 0.06% of assets transferred and trading direction evenly split, as 11 of 22 trading days favored fixed income.
Retirement plan trading slowed in the third quarter as markets delivered mixed results.
Participant trading remained limited in September, even as all four market benchmarks declined for the month. Total transfers represented just 0.06% of starting balances, with only one above-normal1 trading day.
Canada (EN)
