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The Next-Gen 401(k) Report
The Next-Gen 401(k) Report – The Workplace RetireTech Brands Leading Industry Innovation
Authors: Will Prest and Lisa Kottler
Our goal is to inspire conversation within the retirement plan industry and this report, with a first-of-its-kind market map, delivers a comprehensive view of the landscape and seeks to inspire collaboration and drive meaningful change.
In The Next-Gen 401(k) Report, we map out the innovators and trends redefining the workplace retirement ecosystem. This must-read guide highlights 12 key trends, 60 leading RetireTech companies, and actionable insights to help you stay competitive in a rapidly evolving market.
* 89% of employers do not offer a retirement plan. Of the 6.1 million U.S. employers eligible to offer a 401(k) (SBA, 2023 Small Business Profile), only 685,998 plans exist (DOL Pension Bulletin 2024), leaving 5.4 million without one. [5.4m/6.1m = 89%]
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This retirement industry landscape map offers a clear, comprehensive view of 60 digital-forward companies tackling the biggest challenges in workplace retirement. Organized into nine focus areas, our map highlights industry innovation and helps stakeholders see where these solutions fit within the broader retirement ecosystem.
60 digital-forward companies | 9 categories
12 industry trends | 4 persistent industry challenges
KEY STATS:
Even 50 years after ERISA, nearly 90% of employers still don’t offer a plan, largely because the industry has prioritized mid-to-large companies with more favorable economics. And with 90% of employers having fewer than 20 employees, small businesses are left behind—but innovation can bridge the gap.*
* 89% of employers do not offer a retirement plan. Of the 6.1 million U.S. employers eligible to offer a 401(k) (SBA, 2023 Small Business Profile), only 685,998 plans exist (DOL Pension Bulletin 2024), leaving 5.4 million without one. [5.4m/6.1m = 89%]
Book Lisa and Will for Your Next Event
Lisa and Will are experts in driving growth and innovation across the retirement industry. Their partnership, forged in the startup trenches, combines deep expertise in technology, fintech, and retirement systems to help businesses thrive.
Bring their insights and energy to your next event as keynote speakers or moderators.
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