Browsing Tag
Retirement Readiness
112 posts
Retirement readiness is the measure of how prepared someone is to maintain their desired lifestyle after leaving the workforce. It considers financial factors—such as savings, investments, income sources, and debt—as well as non-financial aspects like health, housing, and personal goals. Being retirement-ready means having the resources, plans, and confidence to live comfortably without relying on employment income.
4 Areas of Focus for Retirement Plan Advisors Now
401(k) advisors are more bullish, and plan sponsors more bearish, about plan participants’ retirement readiness than two years…
Higher Confidence Seen in Retirement Readiness
Retirement preparedness and confidence are helping more Americans feel financially secure and ready for the future.
Retirement Preparedness Survey
Explore the challenges of retirement planning in the 2018 Retirement Preparedness Study. Find out how different generations prepare.
A ‘Staggering’ Number of Workers Will Fall Short in Retirement Savings
Two-thirds of American 401(k) savers may fall short of funds needed for a comfortable retirement, risking their post-work lifestyle.
STOP Being a Monday Morning 401k Quarterback
It’s easy to walk into a prospect meeting, look at the 401k plan replay information, and talk about investment…
3 in 5 Americans’ Retirement Fund Falls Short
Saving for retirement is no easy feat for many Americans, as less than two in five non-retired adults…
Social Security-Like Estimated Income Statements for 401ks?
To better manage expectations and help workers plan, the Social Security Administration has long provided an estimate of…
America’s Retirement Readiness ‘Score’ Improves, But …
American savers have steadily improved their retirement preparedness, with America’s retirement score at an all-time high of 80.
Reason No. 4,176 Why 401(k) Advisors Exist
401(k) Advisors play a vital role in helping retirees and pre-retirees manage risks and improve their retirement readiness
19 Answers to 401(k) Retirement Readiness Questions
401(k) participants here in the States feel pretty good about their retirement prospects, at least when compared with…