retirement readiness

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 →
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 →

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