Expectations About Income Needed in Retirement May Be Too High
In the U.S., pre-retirees think they will need 74% of their income to live comfortably in retirement, but retirees actually receive 58%, a survey finds.
Tag: retirees
Communicating With Terminated and Retired Participants
Some communications with terminated participants are required by law, but plan sponsors can take this farther—from offering the opportunity to repay loans to invitations to social events.