Inflation fears cause pre-retiree retirement delay

Inflation fears cause pre-retiree retirement delay   According to a new study from Nationwide (8th annual Advisor Authority survey), inflation is cited as a primary reason for postponing retirement. The study found: 60% of pre-retirees are postponing retirement...

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Employees are delaying retirement an average of 3 years

Employees are delaying retirement an average of 3 years     Inflation and Recession Fears Force Delayed Retirement According to new data from Franklin Templeton Investments (2023 Voice of the American Worker Survey), inflation, market volatility, and...

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75% of participants want financial planning guidance

75% of participants want financial planning guidance     Retirement Participants Want Help with Financial Planning Market volatility, the rising cost of living, fears of not having saved enough for retirement, and concern about Social Security are among the...

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Only 16% of Americans think they will be able to retire

Only 16% of Americans think they will be able to retire   FinanceBuzz, a Delray Beach, Florida-based personal finance firm, looked into how people are planning for retirement in the face of high inflation, a possible recession, and the high cost of living. The...

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Inflation Remains the Greatest Threat to Retirement

Inflation Remains the Greatest Threat to Retirement   Voya Financial released new findings capturing the angst of future-thinking Americans who are concerned about being able to save enough for retirement. The study also found: 66% of Americans agree or strongly...

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Auto-Enroll and Auto-Increase Plans

The Future of Retirement Planning? We have a retirement crisis in this country. Today, too few people have retirement plans, and those who do save for retirement are not saving enough. It is not uncommon for people to live will into their 80s or even 90s and it's...

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Participant Education: The Missing Piece of the Puzzle

You've heard me say it before and you'll definitely hear me say it again. There's a retirement crisis in this country. Not enough people have access to 401k plans. Of those that do have access not enough are actually participating in the plan. And, those that are...

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Domo Arigato, Mr. Roboto: The Rise of the Robo-Advisor

There's a shiny new toy on the wealth management shelf, and I, for one, am not all that impressed. You may have heard the buzz about robo­-advisors from investment sites like Betterment, Wealthfront and even big firms like Vanguard and Charles Schwab. These online...

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Calling It Quits: How to Properly Terminate A 401(k) Plan

There are a variety of reasons why you may need to terminate a 401k retirement plan. Maybe the business has run its course and it's time to shutter the doors. Maybe the company is small and just can't afford the matching contributions any longer. Maybe the company was...

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Is Your Plan Protected?

A Basic Overview of Fidelity Bonds   A vital part of plan administration is making sure that you meet the requirements of the ERISA (Employee Retirement Income Security Act). At its core, an ERISA bond's purpose is to protect the assets of your retirement plan...

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New Tool For Advisors

SRC Now Offering Access to the 401(k) Sales Champion Workshop I honestly strive to be a resource for financial professionals, and I'm constantly searching for tools to make their busy lives easier. For many, learning and growing their client list are top priorities. I...

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The Updates Are In…

IRS Announces 2018 Contribution Limits... Every year in or around October, Uncle Sam releases cost of living adjustments for retirement account contributions. This year because of the talk about the new tax bill, there was some concern in the financial community about...

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Don’t Leave A Mess For 2017

5 Steps to Year-End Retirement Plan Housekeeping Ready or not here it comes. YEAR END. I know, I know. Your list is long and your time is short. But, it's time for your retirement planning year­end check up. There are a few things all plan sponsors should think about...

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Stones River Consulting Is Turning 4!

By now you should know that I love to fill your inbox with numbers and stats, so here's one I'm excited to say SRC is going to beat... According to the Small Business Administration, 50% of businesses fail in the first five years. I am humbled and honored by the trust...

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