Corporate retirement plans
Financial Planning
Retirement, education savings, Social Security, insurance, charitable giving and the other planning decisions families and plan participants face.
Financial Planning
Guiding 60-Somethings Through the Final Stretch of Retirement Planning
Participants in their 60s are approaching retirement, a stage where every financial decision can significantly impact long-term security. For plan sponsors, this is a crucial opportunity to help late-career workers navigate their retirement planning with confidence. By offering…
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Financial Planning
Stretching the Match
As summer is winding down, now is actually a great time for you to do a mid-year check on your organization’s plan design to see how it is performing among your employees. Are they participating in the plan? Are they increasing their contributions every year? One way to adjust…
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Financial Planning
Don’t Take Forfeitures for Granted!
Retirement plans have long subjected employer contributions to vesting schedules, rewarding tenure by increasing the participant’s ownership in those contributions in proportion to their years of service. However, several law firms have recently challenged this long-standing…
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Financial Planning
Early Retirement: Dream or Dilemma?
For many workers, early retirement is the ultimate goal — carefree days filled with road trips, golf, or time spent with friends and family. Yet, reality often tells a different story. Many Americans are retiring years sooner than they expected to, often due to health problems…
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Financial Planning
The Retirement Planning Gap Affecting Two in Three Investors
Despite the importance of retirement planning, a staggering 67% of investors admit to spending no time at all working on it in a typical month, according to a recent survey conducted by the Nationwide Retirement Institute. That’s a vast majority of investors failing to take…
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Financial Planning
Helping Gen Xers Weather a Perfect Storm
Generation X — comprising those born between 1965 and 1980 — faces unique financial and social pressures that have left almost half of them with no retirement savings. For plan sponsors, providing tools and resources tailored to this generation’s needs can play a crucial role…
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An advisor who treats the retirement plan like the employee benefit it is.