2012 Hot Topics in Retirement - Aon
2012 Hot Topics in Retirement - Aon
2012 Hot Topics in Retirement - Aon
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27%<br />
27%<br />
14%<br />
14%<br />
12%<br />
(n ranges from 163 to 195)<br />
Investment Policy Twenty-seven percent of employers <strong>in</strong>tend to change their pension plan<br />
<strong>in</strong>vestment policy <strong>in</strong> <strong>2012</strong> to reduce potential volatility <strong>in</strong> the future; this is<br />
similar to 2011 results.<br />
Deal<strong>in</strong>g With Increase <strong>in</strong><br />
<strong>Retirement</strong>-Eligibles<br />
Plans to Change Pension Plan Investment Policy <strong>in</strong> <strong>2012</strong><br />
Yes<br />
27%<br />
No<br />
73%<br />
(n=234)<br />
Increas<strong>in</strong>g the level of automation,<br />
self-service, and/or Web access to<br />
pension plan participants<br />
Outsourc<strong>in</strong>g additional services to an<br />
outside party<br />
Noth<strong>in</strong>g; we do not anticipate any<br />
demographic changes impact<strong>in</strong>g<br />
our plan<br />
Increas<strong>in</strong>g communication about the<br />
retirement process<br />
Noth<strong>in</strong>g; we are well equipped to deal<br />
with the demographic changes<br />
While many def<strong>in</strong>ed benefit plan sponsors <strong>in</strong>dicate that they are<br />
well equipped to deal with expected demographic changes or that they do<br />
not anticipate any demographic changes to impact their plan, one <strong>in</strong> four<br />
plan sponsors are very likely to <strong>in</strong>crease communication with plan participants<br />
as they approach retirement. Nearly one <strong>in</strong> five also <strong>in</strong>tend to outsource<br />
additional services to an outside party.<br />
Action Plan to Deal With Increase <strong>in</strong> Number of <strong>Retirement</strong>-Eligible Participants<br />
Completed<br />
Recently/<br />
Not Needed Actions<br />
38 <strong>Aon</strong> Hewitt<br />
Likely to O�er <strong>in</strong> <strong>2012</strong><br />
(Among Those Plans That Do Not Currently O�er)<br />
Very<br />
Likely<br />
16%<br />
8%<br />
29%<br />
25%<br />
33%<br />
Somewhat<br />
Likely<br />
27%<br />
10%<br />
21%<br />
39%<br />
28%<br />
Somewhat<br />
Unlikely<br />
22%<br />
16%<br />
16%<br />
19%<br />
14%<br />
Very<br />
Unlikely<br />
35%<br />
66%<br />
34%<br />
18%<br />
25%