retirement planning

The Boomer Delay: When Employees Don’t Retire “On Schedule”
Team SummitEmployee Outcomes, Employer Resource Center
For many employers, “retirement planning” brings to mind compliance obligations and decisions about plan design and investment lineups. But retirement readiness also has increasingly direct consequences for workforce management, succession planning, and business operations. One demographic trend makes this an especially important moment for employers to pay attention. The Boomer Delay The Baby Boomer generation  Read More →
Women’s Savings in Focus
Team SummitEmployee Outcomes, Employer Resource Center
Recent research paints an encouraging picture of women’s financial engagement: most women are actively saving, feel confident about their finances, and prioritize long-term financial security. The data also reveal some opportunities around confidence, strategies, and obstacles that education, guidance, and employer-sponsored benefits can help close. For plan sponsors and advisors, it may be worth considering  Read More →
Research: Advisory Support Boosts Retirement Confidence, Lowers Stress
Team SummitEmployee Outcomes, Employer Resource Center
Resources that support informed financial decision-making can help workers navigate the complexity of retirement planning with more confidence and less anxiety. The 2026 EBRI/Greenwald Retirement Confidence Survey provides cause for optimism but also indicates there is opportunity to do more to help savers. Among responding employees, 61% of employees say they’re confident they’ll have enough  Read More →

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