Helping Advisors prepare their clients for retirement since 1986.
There have been a number of surveys and reports lamenting the atrocious state of retirement readiness of the average American worker. Unfortunately, the situation is much worse than we all thought. As reported by Bloomberg, recent research by the U.S. Census Bureau...
The introduction of auto-enrollment features in retirement plans has increased plan participation; however, studies have shown that contribution levels have not increased. In fact, almost a third of employees contribute only enough to get the employer’s matching contribution.
If Ben Franklin had to hold 401(k) education meetings, surely he would have had participants leaning forward in their chairs. So why do many 401(k) advisors struggle with participant education? It’s because most advisors fail to make these sessions interesting. And...
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