financial wellness

Moving Target Dates: Delayed Retirement Realities
Team SummitEmployee Outcomes, Employer Resource Center, Plan Operations & AdminComments are off for this post
For many American workers over 50, retirement timelines have become a moving target, with increasing numbers now planning to stay employed longer due to economic volatility, market uncertainty, and the rising cost of living. Gen Xers, now in their mid-to-late 40s, 50s, and early 60s, are increasingly anxious about their retirement readiness. With median retirement  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 →
Engaging the TikTok Generation on Retirement
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Nearly a quarter of all Gen Z employees aren’t enrolled in a company retirement plan, according to BenefitsPro. That’s three times the rate of millennials, Gen X, and Boomers. In addition, 12% of Gen Zers don’t take advantage of any workplace benefits at all, twice the rate of other generations. Here are ways plan sponsors  Read More →

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