income planning

Talking Retirement Across Generations
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
In today’s workforce, the demographic ages range from Gen Z to Baby Boomers. This is a gap of approximately 60 years! Employers should be adjusting their communication strategies to better reach each generation. To understand how to change these communication strategies, look first at the generational preferences for each age group and then at how  Read More →
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 →
More Retirees Take the Gold Watch, But Keep Their 401(k) Assets In Plan
Team SummitEmployee Outcomes, Employer Resource Center, Plan Operations & AdminComments are off for this post
A recent Fidelity report reveals that over 80% of plan sponsors prefer to allow employees to keep their assets in plan and withdraw them over time. The number of workers aged 55 and older has increased by 74% over the past two decades, prompting plan sponsors to focus more on how participants transition from saving  Read More →

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