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Margarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.
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Transamerica Institute finds more middle-class workers expect to fund retirement through 401(k)s and other savings, but financial pressures could derail those plans.
The CRO of retirement plan provider Human Interest explains how employers can simplify retirement plans and boost participation.
Younger employees are least likely to enroll in retirement plans, but automatic enrollment and defaults dramatically improve participation across the board.
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
The next era of advisory practice will belong to those who combine holistic guidance with integrated insights and actionable strategies.
