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Professional Investment Assistance Report Highlights

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.

Related Insights


Alight Solutions 401(k) IndexTM: November 2025 Observations

Retirement investors maintained a careful approach to rebalancing in November with funds overwhelmingly shifting from company stock and U.S. equities to safer fixed income investments, according to the Alight Solutions 401(k) IndexTM.

Alight Solutions 401(k) IndexTM: October 2025 Observations

Retirement investors took a cautious approach to trading in October, according to the Alight Solutions 401(k) IndexTM.

Alight Solutions 401(k) IndexTM: Third Quarter 2025 Observations

Trading activity in retirement plans was light during the third quarter of 2025, according to the Alight Solutions 401(k) IndexTM. As stocks climbed to record highs, most participants chose to stay the course and watch their balances grow.