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!
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Paul H. Etra, AIF®
Founder & President
101 Crawfords Corner Rd, Suite 4116
Holmdel, NJ 07733
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Bridge Benefits Group are separate entities from LPL Financial.
This information is provided as a general guide to educate plan sponsors. It 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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