Retirement Income Strategies
And Expectations (RISE) Survey

Why top of mind now might mean a more
confident mindset later

Now in its eighth year, Franklin Templeton’s RISE Survey explores attitudes and concerns about preparing and investing for, as well as living in, retirement. Learn more about what people are doing to build preparedness and confidence.

Next steps

Build your retirement confidence one step at a time.




  • Create an action plan with your spouse/partner
  • Cultivate relationships with family and friends
  • Engage your mind and body in activities that interest you
  • Tips for living in retirement

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About the survey

The Franklin Templeton Retirement Income Strategies and Expectations (RISE) survey was conducted online among a sample of 2,002 adults comprising 1,000 men and 1,002 women 18 years of age or older. The survey was administered between January 17 and 28, 2019, by Engine’s Online CARAVAN®, which is not affiliated with Franklin Templeton Investments. Data is weighted to gender, age, geographic region, education and race. The custom-designed weighting program assigns a weighting factor to the data based on current population statistics from the U.S. Census Bureau.