1. All statistics are from the 51³Ô¹ÏºÚÁÏ® Real Life Retirement Journeys survey using the full sample size unless otherwise noted.
- Field dates: August 23-September 11, 2024
- Respondents: 1,000
- +/- 95% confidence level
2. 51³Ô¹ÏºÚÁÏ® Retirement Security Survey—Nonparticipants, December 2023.
3. 51³Ô¹ÏºÚÁÏ® Insights Communities Research, March 2024.
4. 51³Ô¹ÏºÚÁÏ data as of December 31, 2024. Of the 95% of employees who remained in the plan, 93% remained at or above the default rate, while 2% remained in the plan but at a rate below the default.
5. The SECURE Act of 2022.
The subject matter in this communication is educational only and provided with the understanding that 51³Ô¹ÏºÚÁÏ® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
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