The Retirement Tier: Helping Participants Meet Their Retirement Income Needs

Key Takeaways

Participants approaching retirement are asking their employers for help with retirement income planning due to low levels of confidence in their knowledge and ability to make decisions in this area.

A retirement tier includes the investment products and solutions within a defined contribution plan that can convert participant savings into retirement income and reduce financial stress.

We offer a three-prong approach for plan sponsors looking to establish, expand or rebrand their retirement tier.

Decoding the decumulation phase requires a range of products and solutions to support participants who are approaching, entering and in retirement.

As workers approach retirement, their investment priorities change. They become less concerned with growth and more concerned with preservation of capital and generating income—and they’re looking to their employers for investment solutions that can help (Exhibit 1).

Exhibit 1: Retirement income is a frequent topic of participant inquiries
Participant frequency of inquiry into retirement income
Exhibit 1: Retirement income is a frequent topic of participant inquiries

As of 12/31/23. Source: Cerulli Associate. The Cerulli Report: U.S. Defined Contribution Distribution 2023. See last page for additional disclosures

Voya’s research shows that most defined contribution (DC) plan sponsors agreed that recent legislation and an aging participant base have encouraged a strong focus on the need for retirement income products.1 We also know that participants report a relatively low level of confidence related to making retirement income-related decision (Exhibit 2).

Exhibit 2: Participants lack confidence in making retirement income planning decisions
Participant level of confidence in making retirement income decisions
Exhibit 2: Participants lack confidence in making retirement income planning decisions

Plan sponsors who want to help their participants with retirement income planning should consider adding a retirement tier to the plan. A retirement tier includes the investment products and solutions within a DC plan that address the unique income needs of participants entering the decumulation phase of retirement.

A comprehensive retirement tier may include investment options such as a target date fund suite with a retirement income vintage, and/or standalone investments in bonds, low volatility equities and stable value strategies in the plan’s core investment menu. These investment products can meet the income needs and align with the lower risk tolerance of older participants who don’t have the luxury of time to recover from market downturns. For participants with significant concerns about longevity, a retirement income solution that features a guaranteed product can help minimize the risk of running out of money.

Many DC plans don’t offer a retirement tier… or do they?

Two-thirds of DC plan sponsors agree that they want to retain retiree assets in the plan—yet more than half don’t offer a secondary investment lineup for retired participants (Exhibit 3).

Exhibit 3: Most sponsors say they want to keep retiree assets in plan, but don’t offer a secondary investment lineup for them
As a sponsor, I want to keep retired participant assets in the plan.
Exhibit 3: Most sponsors say they want to keep retiree assets in plan, but don’t offer a secondary investment lineup for them
Does your plan offer a secondary investment lineup for retirees?
Does your plan offer a secondary investment lineup for retirees?

As of 12/31/23. Source: Cerulli Associates in partnership with the SPARK Institute, The Cerulli Report: U.S. Retirement Markets 2023; Voya Investment Management, 2023 Survey of the Retirement Landscape: Plan Sponsor Perceptions.

However, a secondary investment lineup isn’t necessary to establish a retirement tier. In fact, nearly all DC plans have a retirement tier; the sponsor either doesn’t realize it or doesn’t market it as such. The key investment options in a retirement tier include those that are typically offered in many plans’ core menu (Exhibit 4).

Exhibit 4: Most plans already offer some components of a retirement tier in the core investment menu
Exhibit 4: Most plans already offer some components of a retirement tier in the core investment menu

As of 12/31/23. Source: Cerulli Associates. The Cerulli Report: U.S. Defined Contribution Distribution 2023.

How can sponsors establish or expand their retirement tier?

In our view, sponsors should take a three-pronged approach to establishing, expanding or rebranding a retirement tier in their plan.

1 QDIA: Promote target date funds to older participants and retirees

Target date funds have exploded in popularity since their inception, with the number of DC plans offering them rising from 42% in 2006 to 84% in 2020.2 One leading reason for their ubiquity is that nearly 90% of plans with a qualified default investment alternative (QDIA) use target date funds as the default investment.3 However, research shows that older participants are less likely than their younger counterparts to invest in TDFs—possibly because their participation in the plan predates the introduction of TDFs. Furthermore, when this population takes the DIY approach to investing, their allocations to equities may not be appropriate for their risk tolerance and time horizon. (Exhibit 5).

For older workers who may have been contributing to the plan for decades, target date funds are relatively newer products. Therefore, sponsors must ensure this population understands the benefits of investing in a target date fund; namely, that it’s designed to be a one-choice investment solution that provides a well-diversified, professionally managed portfolio and maintains an appropriate level of risk based on the target date. If the target date suite includes a retirement income vintage, sponsors should also promote that feature.

Exhibit 5: Older participants and retirees are less likely to invest in target date funds than their younger peers
Percentage of account balances as of 12/31/22
Exhibit 5: Older participants and retirees are less likely to invest in target date funds than their younger peers

As of 12/31/22. Source: EBRI/ICI. Percentages are dollar-weighted averages. A target date fund typically rebalances its portfolio to become more focused on income as it approaches and passes the target date of the fund, which is usually included in the fund’s name. Not all participants are offered all investment options. GICs are guaranteed investment contracts. Funds include mutual funds, bank collective trusts, life insurance separate accounts, and any pooled investment product primarily invested in the security indicated. Tabulations from the EBRI/ICIC Participant-Directed Retirement Plan Data Collection Project.

2 Core investment menu: Broaden the options

DC plans typically adopt a multi-fund, multi-style approach for the equity options in the plan’s investment menu—but many don’t allow for the same diversity in fixed income (Exhibit 6). Adding a stable value fund or additional bond fund options beyond the typical U.S. investment-grade category can benefit older participants and help them avoid overexposure to equities. High-dividend equity funds and managed volatility funds that can balance equity exposure with less risk are also worthy of consideration for the core investment menu.

Exhibit 6: Sponsors and participants tend to be more comfortable with the equity universe, but not so much with bonds
DC Plan Average Allocation by Asset Class as of 12/31/23
Exhibit 6: Sponsors and participants tend to be more comfortable with the equity universe, but not so much with bonds

As of 12/31/23. Source: Callan Institute.

3 Retirement income: Consider ways to help retirees prevent savings depletion

Modifying the plan’s distribution methods can help older workers with retirement income planning, as many plans don’t offer retiree-friendly options. While most plans allow installment payments over a specific period or ad-hoc withdrawals, fewer offer in-plan options that help retirees establish a stream of guaranteed payments to reduce the risk of savings depletion (Exhibit 7).

Helping retiring participants make the best decisions about what to do with their plan assets is important for a few reasons. First, lump-sum distributions aren’t reversible; once the money is distributed, it can’t be moved back into the plan. Second, participant assets that are distributed no longer benefit from the plan’s fiduciary oversight, creditor protection and generally lower costs than assets that are rolled into individual retirement accounts (IRAs).

Exhibit 7: Guaranteed payment options for retired participants tend to be limited
Exhibit 7: Guaranteed payment options for retired participants tend to be limited

As of 12/31/23. Source: Cerulli Associates in partnership with the SPARK Institute. The Cerulli Report: U.S. Retirement Markets 2023. Respondents were asked “Which of the following options does your firm offer or plan to offer on your DC recordkeeping platform to retired/separated participants that qualify for penalty-free plan distributions?” Respondents were asked to select all applicable options. Respondents indicate that limitations on ad hoc withdrawals are typically only put into place by the plan sponsor, not the recordkeeper.

Next steps 

  • Decide what the plan’s goals are with respect to retiree accounts. 
  • Conduct a thorough analysis of the participant population and their behaviors. How are older participants and retirees investing? Are they working past their retirement age? Are they keeping their assets in the plan beyond retirement or taking distributions shortly after they retire? 
  • Understand which components of a retirement tier are already offered, including the current investment options and the forms of distribution allowed for separated and retired participants. 
  • Educate older participants on the benefits of investing in the appropriate target date fund. 
  • Expand the core investment menu beyond core plus bonds and stable value and consider adding a high-dividend or low-volatility equity strategy that can help older participants and retirees balance risk and return. 
  • Consider products or plan design modifications that provide retirement income options, which can help participants determine and implement a withdrawal strategy to mitigate savings depletion.

1 Voya Investment Management, 2023 Survey of the Retirement Landscape: Plan Sponsor Perceptions.

2 U.S. Government Accountability Office, April 29, 2024. 401(k) Retirement Plans: Department of Labor Should Update Guidance on Target Date Funds. 

3 Plan Sponsor Council of America, 66th Annual Survey of Profit Sharing and 401(k) Plans, 2023.

Past performance does not guarantee future results. This market insight has been prepared by Voya Investment Management for informational purposes. Nothing contained herein should be construed as (i) an offer to sell or solicitation of an offer to buy any security or (ii) a recommendation as to the advisability of investing in, purchasing or selling any security. Any opinions expressed herein reflect our judgment and are subject to change. Certain statements contained herein may represent future expectations or other forward-looking statements that are based on management’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Actual results, performance or events may differ materially from those in such statements due to, without limitation, (1) general economic conditions, (2) performance of financial markets, (3) interest rate levels, (4) increasing levels of loan defaults, (5) changes in laws and regulations and (6) changes in the policies of governments and/or regulatory authorities. The opinions, views and information expressed in this commentary regarding holdings are subject to change without notice. The information provided regarding holdings is not a recommendation to buy or sell any security. Fund holdings are fluid and are subject to daily change based on market conditions and other factors. 

There is no guarantee that any investment option will achieve its stated objective. Principal value fluctuates and there is no guarantee of value at any time, including the target date. The “target date” is the approximate date when an investor plans to start withdrawing their money. When their target date is reached, they may have more or less than the original amount invested. Stocks are more volatile than bonds, and portfolios with a higher concentration of stocks are more likely to experience greater fluctuations in value than portfolios with a higher concentration in bonds. Foreign stocks and small- and mid-cap stocks may be more volatile than large-cap stocks. Investing in bonds also, entails credit risk and interest rate risk. Generally, investors with longer timeframes can consider assuming more risk in their investment portfolio.

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