Short Form Professional Development Videos - What retirement plan features do employees really want

In this video, Steve Siegel, a Senior Practice Research Actuary at the Society of Actuaries Research Institute, introduces a report titled “What Retirement Plan Features Do Employees Really Want?” He discusses the methodology behind the research, which involved a survey and around 25,000 adults in the US using Conjoint Analysis.  Siegel highlights key findings from the report, including preferences relating to retirement planning, availability of retirement plans, accessing benefits, risk tolerance, and leaving a legacy.  He also mentions the Choice Simulator Tool, an Excel dashboard developed to explore benefit preferences further, and available for download.   
Contributors:  Steve Siegel, ASA, MAAA;  Rose Northon; Jon Forster ASA, MAAA