Schroders US Retirement Survey 2023

Schroders recently surveyed 2,000 US investors nationwide to learn more about the state of retirement readiness and planning, key concerns regarding retirement, and current sentiment among those who are already living in retirement.

Retirement Readiness

Learn more about the state of retirement readiness and planning, key concerns regarding retirement, and where working Americans are turning for financial advice.

Retirement Income

Learn more about Americans’ views on Social Security, monthly income needs in retirement and specific strategies for turning savings into income after retiring.

Generation X and Retirement

Learn more about the retirement savings challenges facing members of Generation X, who are between the ages 43 and 58, and next in line to retire.

Survey Reports

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2023 Generation X and Retirement Report
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2023 US Retirement Income Report
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2023 US Retirement Readiness Report
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In the News: Schroders US Retirement Survey

Featured coverage of Schroders US Retirement Survey

About the survey

The Schroders 2023 US Retirement Survey was conducted by 8 Acre Perspective among 2,000 US investors nationwide ages 27-79 from February 13 to March 3 in 2023. The median household income for working Americans surveyed was $75,000.

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Contact Schroders

Please consider a fund's investment objectives, risks, charges and expenses carefully before investing. The Schroder mutual funds (the “Funds”) are distributed by The Hartford Funds, a member of FINRA. To obtain product risk and other information on any Schroders Fund, please click the following link. Read the prospectus carefully before investing. To obtain any further information call your financial advisor or call The Hartford Funds at 1-800-456-7526 for Individual Investors.  The Hartford Funds is not an affiliate of Schroders plc.

Schroder Investment Management North America Inc. (“SIMNA”) is an SEC registered investment adviser, CRD Number 105820, providing asset management products and services to clients in the US and registered as a Portfolio Manager with the securities regulatory authorities in Canada.  Schroder Fund Advisors LLC (“SFA”) is a wholly-owned subsidiary of SIMNA Inc. and is registered as a limited purpose broker-dealer with FINRA and as an Exempt Market Dealer with the securities regulatory authorities in Canada.  SFA markets certain investment vehicles for which other Schroders entities are investment advisers.

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security/sector/country.

Schroders Capital is the private markets investment division of Schroders plc. Schroders Capital Management (US) Inc. (‘Schroders Capital US’) is registered as an investment adviser with the US Securities and Exchange Commission (SEC).It provides asset management products and services to clients in the United States and Canada.For more information, visit www.schroderscapital.com

SIMNA, SFA and Schroders Capital are wholly owned subsidiaries of Schroders plc.

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