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March 24, 2017

Retiring Later Not a Reliable Retirement Strategy

As in prior years, there is a big gap between when active workers expect to retire and when retirees say they actually did, according to the 2017 Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI). Luke Vandermillen, vice president of retirement and income solutions at Principal, suggests ways to prepare in case plans to retire later do not pan out.Read more >


Addressing Debt Key to Financial Wellness for African Americans, Latinos

While planning for retirement was the overall top concern for employees in 2016, Financial Finesse found the top concern for African Americans and Latinos was getting out of debt.Read more >

Ask the Experts
David Levine and David Powell, with Groom Law Group, and Michael A. Webb, VP, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. rebecca.moore@strategic-i.com with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.


A Written Plan Helps With Retirement Confidence

Seventy-eight percent of investors think they will have enough money to maintain the lifestyle they want in retirement, up from 69% in 2014, according to the Wells Fargo/Gallop Investor and Retirement Optimism Index. A big factor that helps people attain this confidence is having a written plan, the Index finds.Read more >


Retirement Confidence Doesn’t Match Planning

Just four in 10 workers report they and/or their spouse have ever tried to calculate how much money they will need to have saved to live comfortably in retirement, and fewer have taken other steps to prepare.Read more >


Americans Cite Several Reasons for Not Saving More for Retirement

The top reason Americans aren't saving more money, reported by nearly two-in-five, was having a lot of expenses, a survey found.Read more >


Financial Wellness Improves With Repeat Usage of Programs

Financial wellness improved for the average American employee in 2016, aided by an increase in the percentage of repeat usage of workplace financial wellness programs, according to Financial Finesse’s 2016 Year in Review report.Read more >


Medical Expenses and Debt Among Retirement Concerns

In addition, few workers are confident Social Security and Medicare will provide the same level of benefits to them in retirement as they do for today’s retirees.Read more >


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Editorial: Rebecca Moorerebecca.moore@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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