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Retire with Confidence®

2025 Retirement Market Outlook

We think these trends will influence the U.S. retirement industry in 2025. What challenges and opportunities will they bring?

See the trends
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Target Date solutions

Feel retirement certain

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Tools and resources

Designed to help you

Designed to evolve with participants' retirement needs in mind.

Global Market Outlook Retirement Market Outlook Retirement Insights FiduciarySource Reference Point
Investing during transition

2025 Global Market Outlook

Learn why we believe the changes taking place in markets will deliver some of the richest opportunities since the aftermath of the global financial crisis.

Consistent service. Consistently excellent. Year after year.

Our clients have consistently put us at the top of the pack in Chatham Partners' annual client satisfaction survey, which includes eight of the largest recordkeepers in the industry.1

#1 Overall Satisfaction

 7 years in a row in Chatham Partners annual client satisfaction survey.

#1 Net Promoter Score

9 years in a row in Chatham Partners annual client satisfaction survey.

#1 Loyalty

4 years in a row in Chatham Partners annual client satisfaction survey.

  

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Chatham Partners 2023 Client Satisfaction Survey. Chatham’s proprietary industry benchmark includes 6 major retirement industry providers.

1All references contained in this presentation to Net Promoter Score (NPS) or Net Promoter Methodology are governed by the following copyright disclaimer: © 2015 Satmetrix Systems, Inc. All rights reserved. Net Promoter, Net Promoter Score, and NPS are trademarks of Satmetrix Systems, Inc., Bain & Company, Inc., and Fred Reichheld.

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