Retirement savers believe their 401(k)s are paramount to achieving a stable financial future.

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But a lack of financial literacy undermines savers' ability to obtain a secure retirement.

Almost 60% of plan participants say they're overwhelmed by plan information and question their decisions when making allocation changes.

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Professional guidance can help bridge the financial literacy gap and provide retirement savers with peace of mind

84% of individuals who have an advisor feel highly confident about their financial future, with participants reporting fewer challenges with their 401(k) accounts. 

 

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Retirement savers value professional and personalized guidance. 

74% of plan participants said they would like professional help with their account, with 77% saying they would pay for that expertise.

 

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