403b

How Legislation, Location, and Longevity Are Shaping Retirement Readiness
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Retirement planning starts with numbers such as savings targets, contribution rates, and investment returns. These kinds of foundational metrics guide the structure of retirement strategies and inform plan design. Yet even the most precise calculations don’t exist in a vacuum. Factors like geography, public policy, and life expectancy function as contextual forces, offering mitigating variables  Read More →
Guiding 60-Somethings Through the Final Stretch of Retirement Planning
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Participants in their 60s are poised on the cusp of retirement, where every move can have big consequences. Plan sponsors have a critical opportunity to support late-career workers’ retirement planning efforts by providing relevant tools and communication strategies that help them make more informed choices during these critical years. Promote “super catch-ups.” Participants aged 60  Read More →

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