A Major Workplace Retirement Survey Says...
The Sandwich Generation At A Critical Retirement Juncture!

Episode Guest:

Joshua Dietch
Group Manager of Retirement & Education
T. Rowe Price
The podcast series where employers find candid, in-depth interviews with industry experts, new best practices and valuable perspectives on current events. 
Recap, highlights, and my thoughts

Maybe this shows my age, but whenever I get thinking about surveys my mind immediately goes to The Family Feud and their often repeated catch phrase of “our survey said…”.  Today, we dont’ have the family feud, but I do have Joshua Dietch, group manager of Retirement & Financial Education at T. Rowe Price to share input from their results of their 3rd Annual Retirement Savings & Spending Survey

 

Their work caught my attention as it had some great insights on retirement trends and behaviors that are good for employers to be aware of, but also because their focus this year was on Gen Xers.  Millennials and Baby Boomers seem to get all the attention these days! So for selfish reasons, it was nice to see the focus and some good data on what’s going on with generation! 

 

Since I already gave this away in the title, we do cover a broad range of trends and topics that hit all generations, but it is clear that Gen Xers are at a critical juncture for retirement planning and Josh shares how you can better focus on serving this group, again thinking selfishly for my generation, based on their recent findings.  

If you have been enjoying the podcast please mention it to a friend, share on social media or leave a review on iTunes or your favorite podcast app.  All of that goes a long way to help grow our audience, attract high quality guests and keep sharing high quality timely content.  

Thanks for listening! 

Sincerely Your Host, 

Rick Unser

Guest Bio

Joshua Dietch is vice president and group manager of Retirement and Financial Education at T. Rowe Price Associates, Inc. Joshua joined T. Rowe Price in 2017 and is responsible for leading a team of researchers and writers who create retirement and personal financial planning thought leadership in support of T. Rowe Price’s individual investor, retirement plans, intermediary, and institutional businesses.

 

He has over 20 years of experience in financial services, having held a number of senior industry roles including: Head of Retirement and Institutional - Strategic Insight; Managing Director - Chatham Partners; Director, Product Marketing and Management - ADP Retirement Services; and Associate Director, Institutional Markets - Cerulli Associates.

 

In addition to his responsibilities at T. Rowe Price, Joshua is a member of the Defined Contribution Institutional Investment Association’s (DCIIA) Executive Committee and is Chair of its Retirement Research Board.

 

He earned a B.A. in history from Bates College and is a series 7 registered representative.
 

Subscribe now!

401k podcast, 401(k) podcast, podcast, employer, question, answer, compliance, news, updates, consulting, advice, resource

info@401kfridays.com   |   725 S. Figueroa St. 35th Floor, Los Angeles, CA 90017