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Saving for retirement is likely not the most pressing financial priority for most millennials. The oldest are in their late 30s, focused on their next career move, or maybe with children in elementary or middle school, and the youngest are just starting their careers in a very challenging employment environment, many saddled with student debt. Retirement may be the last thing most of them are thinking about on a day to day basis or planning for, but they do have a vision of what retirement will look like when they get there.

This report will explore how “on track” millennials are to achieve a secure retirement, their expectations and attitudes toward retirement saving and retirement planning, and their views on retirement products and working with financial professionals. With these findings
as a backdrop, the report will offer recommendations for steps millennials can take now to help ensure they are financially secure when they retire in 25 to 40+ years.