The State of Retirement Planning study examines the extent of planning Americans have undertaken to meet their retirement goals, how they feel about those efforts and the impact the COVID-19 pandemic has had on their preparation. The study also looks at what worries them most and the role planning plays in allaying their stress and concern. Finally, respondents were asked about their familiarity with a set of commonly accepted retirement guidelines. We spoke to a national sample of 1,204 adults who are not yet retired. Respondents had at least one investment account and those over age 34 had at least $100,000 in investable assets.
About the Fidelity Investments State of Retirement Planning Study
This study presents the findings of a national online survey, consisting of 1,204 adult financial decision makers who were not retired. Respondents had at least one investment account and those over age 34 had at least $100,000 investable assets. The generations are defined as: Baby Boomers (ages 57-75), Gen X (ages 41-56), millennials (ages 25-40), and Millennials (ages 18-24). Interviewing for this CARAVAN® Survey was conducted
February 5-12, 2021 by Engine Insights, which is not affiliated with Fidelity Investments. The results of this survey may not be representative of all adults meeting the same criteria as those surveyed for this study.
About Fidelity Investments
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $9.9 trillion, including discretionary assets of $3.8 trillion as of January 31, 2021, we focus on meeting the unique needs of a diverse set of customers: helping more than 35 million people invest their own life savings, 22,000 businesses manage employee benefit
programs, as well as providing more than 13,500 institutions with investment and technology solutions to invest their own clients’ money. Privately held for more than 70 years, Fidelity employs more than 47,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about- fidelity/our-company
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money
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