Employers can help improve retirement readiness, so workers retire on time.
More workers are planning to retire at 70—or never. This could impact your workplace. What’s holding them back?
- High savings goals
- Debt and other financial stressors
- Healthcare concerns
- Anxiety about leaving work
The good news? You can help them feel more ready for retirement by providing helpful education, promoting catch-up savings options, sharing practical healthcare strategies, and offering phased retirement options.
Let’s chat if you’d like to talk more!
Independent Retirement Partners
290 Elwood Davis Road, Suite 220
Liverpool, NY 13088
(315) 431-2888
Matthew C. Monroe, AIF®, CRPS®
Managing Partner
Securities offered through LPL Financial member FINRA and SIPC. Investment Advisory services offered through Good Life Advisors, a Registered Investment Advisor. Good Life Advisors and Independent Retirement Partners, LLC are not owned or controlled by LPL Financial. Chartered Retirement Plans Specialist conferred by the College for Financial Planning.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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