2025 Trends in Retirement Survey

Welcome!

Enabling clients’ financial security when they are no longer earning an income from working is arguably the most important responsibility for a financial planner. The 2025 Trends in Retirement survey by FPA and the Journal of Financial Planning—with support by Finance of America—will highlight the products and strategies that financial planners value most and reveal their perspectives about the retirement planning landscape.

Please allow about 10 minutes to complete this survey.

Question Title

* 1. Which of the following best describes how you/your firm approaches retirement planning?

I/my firm provides retirement planning advice to individuals

I/my firm provides retirement planning advice to retirement plan sponsors

I/my firm has discretionary control over retirement plan assets

I/my firm provides administrative support to a retirement planner or plan sponsor

None of the above