Retirement Readiness

We work with plan sponsors to support your employees’ retirement goals. Whether you need to create a new plan or improve an existing one, we offer services such as choosing investments, asset allocation, complying with ERISA, acting as fiduciaries, and preparing and maintaining investment policy statements.

Retirement Readiness
Whether your employees spend decades at your company or join you later in their careers, questions can raise as they near retirement age. Less than one-third of employees feel confident in their financial situation when they retire.

The uncertainty leads to questions like, can I cover unforeseen costs in retirement? Do I have a spending strategy to maintain my lifestyle? How do I transition from saving for retirement to utilizing retirement funds?

Our Retirement Readiness program assists employees nearing retirement to determine if they are financially, emotionally, and psychologically prepared for the shift from active employment to retirement. It’s essential for preserving one’s preferred lifestyle and fulfilling retirement aspirations.

We leverage five key components to determine an employee’s Retirement Readiness: