Morgan Stanley Survey: 401(k) Plans Rival Healthcare as Top Valued Benefit
Business Wire•20/10/2026•09:00 ET
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Key Highlights
- ➤34% of sponsors call DC plans employees’ most valued benefit, up from 15% in 2024
- ➤93% rank DC plans among employees’ top five benefits, tying healthcare
- ➤45% cite helping employees understand the plan as a top concern
- ➤69% rank investment advisors or consultants among their three most valuable resources
Expert Statements
Jeremy France, Head of Institutional Consulting Solutions at Morgan Stanley
“Retirement benefits are having a marquee moment. When plan sponsors say they think employees value 401(k)s on par with healthcare, it signals a fundamental shift in how we define both financial security and workplace benefits.”
Jeremy France, Head of Institutional Consulting Solutions at Morgan Stanley
“For the retirement industry, the takeaway is clear: Plan design is only half the equation. Helping people understand, engage with and use their plan is what will elevate decent benefits to key differentiators.”
Morgan Stanley Survey: 401(k) Plans Rival Healthcare as Top Valued Benefit
* Plan sponsors are focused on participant understanding, retirement readiness and personalized engagement.
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