Skip to content

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) Index™: July 2026 observations

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.

Alight Solutions 401(k) IndexTM: Second Quarter 2026 Observations

Retirement plan trading increased in the second quarter as equity markets rebounded sharply from first-quarter volatility.

Alight Solutions 401(k) IndexTM: June 2026 Observations

Retirement plan trading remained relatively modest in June, with 0.15% of assets transferred and 16 of 21 trading days favoring fixed income.