Strategies for Improving Employee Retirement Readiness

When an employee does not have enough money to retire, a contributing factor or “cause” is the under-utilization of plan design features.

This guide provides insights, trends and strategies for potential improvements for the significant plan design opportunities that exist to help employees work toward a successful retirement, strengthen your retirement plan and benefit your business.

Inside the guide you’ll find:

  • Insights
  • Key risks
  • Stumbling blocks
  • Trends
  • Examples
  • Potential improvements

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

For plan sponsor use only – not for use with participants or the general public.

Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.

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