Join OneDigital as we host Robert Duffey from Invesco as he presents key findings from Invesco’s Winter 2026 Defined Contribution Participant Pulse Survey, capturing insights from more than 500 participants in large retirement plans. The survey explores two rapidly evolving topics shaping the future of retirement readiness: growing interest in private market investments and perceptions of using artificial intelligence to guide investing and financial decisions.
This presentation provides a deeper understanding of how attitudes and preferences differ across critical cohorts including gender, generation, and investor type along with insights into the language and terminology that resonates most with employees. These findings offer practical takeaways for plan sponsors, advisors, and HR professionals seeking to enhance participant communication, modernize education strategies, and improve overall retirement plan engagement and outcomes.
This presentation is for informational and education purposes. The materials presented are the views and opinions of the presenter and their guest speaker. While we believe the information shared is reliable, OneDigital Investment Advisors LLC is not responsible for the accuracy and validity of the content from Invesco.
OneDigital® is a registered trademark of Digital Insurance LLC ("OneDigital") and is the marketing name used by Digital Insurance LLC and its affiliates to market their products and services. Each company has financial responsibility for only its own products and services. Investment advisory services offered exclusively through OneDigital Investment Advisors LLC.
OneDigital Investment Advisors LLC (“ODIA”) is not responsible for the accuracy and validity of the content from Invesco. ODIA and Invesco are separate and unaffiliated entities. Each entity is financially responsible for their own products and services.
