Annual Retirement Survey
What retirees have to tell us about the new world of retirement.
Retirement is changing. It is too easy, however, to focus on the uncertainty about where we are today in the new world of retirement and ignore how far we have come in overcoming the challenges.
That's one of the reasons BlackRock extended this year's Retirement Survey to include recent retirees for the first time. We asked retirees about what helped them prepare for retirement and what might have helped them even more. Our four findings are presented here.
The industy's first 360° study to better understand the new world of retirement
The combined perspectives of retirees, participants and plan sponsors created an often surprising picture of today's retirement, including how participants have enormous power in creating secure retirements if they are fully engaged in their DC plan. The Survey also revealed how motivated plan sponsors are to "do the right thing" for their participants and how much participants welcome their advice and active role. Finally, the Survey explored the role that retirement income plays in creating the financial and psychological foundation of a secure retirement.
No one is saying that today's DC system has solved all the challenges faced in the new world of retirement, but this year's Survey points to some "lessons learned" that can inspire us all to take retirement's future into our collective hands and take action.
Learn more about our Survey Methodology
For Plan Sponsors and DC Advisors
Retirement Survey Results
Thought leaders from the BlackRock DC team discuss findings from this year's survey.
This is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Any opinions expressed are as of May 2012 and may change as subsequent conditions vary. The information and opinions contained in this paper are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. This content may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this paper is at the sole discretion of the reader. The information provided here is neither tax nor legal advice. Investors should speak to their tax professional for specific information regarding their tax situation.
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