We outline the market outlook for retirement investment in the financial services industry — from investment trends and leading companies to recommendations for players in the space.
What is retirement investment?
The retirement investment market includes companies that aim to improve advisors’ retirement offerings by providing payroll integrations and other retirement-focused portfolio-building solutions within the same platform. Most of the solutions focus on end-to-end retirement planning and cater to financial advisors and employers that want to integrate streamlined retirement offerings with their human resources systems.
Features & capabilities
Retirement investment provides investors and traders with several capabilities, including the following:
- In-house recordkeeping with automated plan administration
- Workplace savings platforms
- Investment management services
- Tax-optimized decumulation processes
Benefits
Retirement investment companies offer these substantial benefits to investors and traders:
- Reduced operating costs
- Improved customer experiences
- Better client retention
- Improved annuitization rates
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