retirement planning

Auto Portability: Helping Reduce 401(k) Leakage After Job Changes
Team SummitEmployee Outcomes, Employer Resource Center, Plan Operations & AdminComments are off for this post
The Problem: Cash Out Leakage and Lost Accounts American workers now hold an average of more than 12 jobs over the course of their careers. During job changes, many end up cashing out small 401(k) balances and not rolling them into tax-qualified retirement plans. Industry studies estimate this trend may be causing an annual savings  Read More →
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 →
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 →

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