retirement readiness

Research: Advisory Support Boosts Retirement Confidence, Lowers Stress
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
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 →
How Are Employers Measuring Participant Success within Retirement Plans?
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
The ultimate proof of retirement plan participant success is in the results: whether the employee achieves a financially secure retirement. In the meantime, employers can look at a variety of metrics to help evaluate and track plan outcomes. The 2025 PLANSPONSOR Defined Contribution Survey identified several of these metrics, summarized below. While not exhaustive, this  Read More →
Advisor Support is Key to Driving Confidence and Outcomes Among Younger Participants
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Access to an advisor tends to improve retirement confidence, according to a recent survey by the Employee Benefit Research Institute (EBRI). The Retirement Confidence Survey found that 83% of workers with advisory access feel confident about retirement readiness, compared with just 53% of those without. But is that only because those with advisors are more  Read More →

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