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The findings in the following slides are based on responses to an online survey conducted in March 2021. Survey responses came from 990 Americans between the ages of 40 and 73 who are employed on a full- or part-time basis. Most of the exhibits in this report are shown for all respondents and across six different age cohorts to provide an examination of the differences among younger and older respondents.

The primary purpose of this report is to provide IRI member firms with important statistics regarding the retirement savings behaviors, retirement preparation steps, retirement expectations, and retirement investment preferences of American workers. The report is divided into five sections:

▪ Section 1: Retirement Saving
▪ Section 2: Retirement Preparedness and Expectations
▪ Section 3: Budgeting and Contingency Planning
▪ Section 4: Retirement Investing
▪ Section 5: Retirement IQ