Retirement Planning
The 2017 Retirement Confidence Survey found that only 18% of workers are very confident they will have enough money in retirement, and 70% of workers plan to work for pay after they retire. Further, 60% of workers and their spouses reported they have saved for retirement – a decline from 75% reported in 2009.[1] To help guide you toward retirement income security, we offer:
- Needs assessment
- Retirement income modeling
- Benefits analysis
- Distribution options
1 Employee Benefit Research Institute and Matthew Greenwald Associates, Inc. “2017 Retirement Confidence Survey.”