Participant Behaviors - Spay and Associates

From August 27, 2015-January 31, 2016, OneAmerica® fielded an online survey to visitors to its participant website to better understand retirement planning and personal finance behaviors and what resources might be most effective in helping plan participants prepare for retirement.

A total of 10,829 participants answered questions about their planning triggers and motivations, education and resource preferences and what roadblocks to retirement they may encounter. The survey results give us insights into how plan sponsors can work with participants to improve their financial wellness and overcome retirement planning hurdles.

This article was contributed by OneAmerica.

Spay & Associates | 5465 Utica Ridge Road | Davenport, Iowa 52807 | Phone: 563-326-0960 | Fax: 563-823-0535

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Spay & Associates are not affiliated.

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