Archived Insight | January 1, 2018

Quantifying Retirement Readiness

We define “retirement readiness” as the ability to retire with sufficient income to maintain the employee’s current standard of living throughout retirement. While some organizations may measure employees’ retirement readiness only as they approach retirement age, a more comprehensive strategy is to utilize a retirement-readiness analysis, as described below, to track their employees throughout their careers to help ensure they are financially on target to retire when they want.

Quantifying Retirement Readiness Download Now

Have questions? We have answers.

See how we can help. 

Speak With Us

See more insights

Coworkers In A Meeting

Multiemployer Pension Plan News for Q1 2025

Multiemployer retirement plan sponsors: Get caught up on 5 important topics in our recap of first quarter news impacting multiemployer pension plans.
Granddaughter Helping Grandparents Working In Vegetable Garden

Social Security Administration Updates Form SSA-1945

Public sector employers and pension plans that don’t participate in Social Security should send the updated Form SSA-1945 to new hires to sign before
Young Businesswoman Sharing Business Reports With Colleagues

Model Pension Plan’s Funded Status Increases by 5 Points

In Q4 2024, the funded status of our model private sector single-employer pension plan rose 5 points to 110%. Learn why in the latest Prism.

This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.