Retirement

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.

Plan sponsors are worried their employees will outlive their post-work savings and not be able to pay for healthcare expenses, TIAA research finds.

Plan design features like automatic enrollment and automatic increases are having a positive impact. Such steps are designed to increase participation even from people who may be suffering from inertia, says a researcher.

As we become a more tech-enabled society, it’s important to recognize how that translates to the retirement plan landscape, consultant says.

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Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

The new entrant says its platform is easier for companies to get up and running – and much cheaper than its competitors.

Not just taxes, clients care about cost of living, healthcare quality, crime rates, culture and weather.

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

Employees say they are likely to move to a new employer for perks such as flexible schedules, bonuses and paid leave.