BCG Blog

Lori Widmer
The millennial workforce is eager to save for retirement, but with immediate financial pressures may not be able to see their way to doing so. By giving them simple ways to save, plan sponsors can help their younger employees find their financial footing and save for a better retirement outcome.
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While it may seem your employees’ lack of retirement preparedness isn’t your issue, the fact is it’s impacting your bottom line.
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When plan participants are hard-pressed for money, sometimes they’ll turn to their retirement savings. What will that mean come retirement?
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Travel, new cars, second homes … are participants planning for all the expenses associated with those wish-list items? How advisors can develop an easy checklist that brings these costs into focus.
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Cosigning a child’s student loans can leave parents on the hook for their child’s education expenses. But advisors can help Boomer-aged participants understand the longer-term impact of those decisions on their retirement.
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Gen Xers are drowning in debt and it’s affecting their ability to save for retirement. How retirement advisors can help them plan for a more secure retirement.
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Retirees are finding that their retirement savings draw downs are going beyond the 4% predictions. How retirement advisors can help them make better retirement planning decisions
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Just half of today’s workforce participate in company-sponsored retirement plans. How can plan sponsors create more interesting retirement plans?
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Women are falling behind in retirement savings compared to their male colleagues. How advisors can help them bridge the gap
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A Pew Research Center study shows that slightly more than one in every eight Americans between the ages of 40 and 60 are caring for a parent and raising a child simultaneously
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By building the goal into the savings plan, you can create a savings mindset in your participants, one that may extend well beyond the original goals.
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30 million workers (or one in four) suffer serious financial distress that impacts their employers.
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Launched in 2008, robo-advisors provide portfolio management. But is that enough for retirement plan participants?
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It’s going to take more than the annual benefits meeting to convince cash-strapped millennials to start saving for a future long in coming.
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A shift in thinking could be all that’s needed to leverage a company’s retirement plan into an attractive option for candidates.
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How much would your participant miss a one-percent payroll deduction if he is receiving a three-percent raise every year?
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The success of both a retirement plan and your participants’ retirement outcomes often miss that crucial piece that can help solidify results: education.
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Many older employees are opting to work beyond traditional retirement age. How a financial wellness program can ensure that they’re choosing to do so for the right reasons.
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Having a retirement strategy and having the right retirement strategy is the difference between your participants assuming they have enough to knowing they do.
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Retirement advisor, here is your opportunity to build relationships and become that trusted source for plan participants. Here are some of the ways you can help plan participants improve their retirement investment results:
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Plan participants think they’re ready for retirement. It’s up to retirement advisors to make sure they are.
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With a simplified process, retirement advisors can improve enrollment and pave the way for better plan participant outcomes.
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Who knew retirement planning could be the key to employee loyalty? How retirement advisors can help plan sponsors improve retention.
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What will happen to Social Security benefits in the event of one spouse’s death, and how can plan participants prepare for the unexpected death of a spouse or partner? By knowing their options in advance.
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Social Security should not be a one-time conversation between advisors and clients. Here are some ways to help plan participants get the most from their benefits.
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It’s no wonder retirement advisors struggle to get millennial employees on track with retirement investing. Here are a few ways you can help millennial investors connect emotionally with their retirement.
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Advisors should understand the investor’s liquidity – what need the investor has for the income and from what other sources will that investor be able to find easily liquidated funds
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Getting in front of your plan sponsors and participants at a time when they’re seeking specific advice elevates your services and builds some serious loyalty.
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Even in the best of scenarios, retirement plan participants could be doing everything right and still be missing their retirement income targets. There are ways for retirement advisors to help plan participants boost their portfolios within the confines of a group plan offering menu. Here are a few methods advisors can bring to the table.
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Online retirement investment advice is rampant – from expert advice to personal advice with no real qualifying data. And your plan participants are using that information to make key retirement decisions. With all the noise regarding retirement, how do you help plan participants sort through it all?
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