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.

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Model Pension Plan’s Funded Status Continues to Rise

See three graphs that help explain the increase and learn how plan sponsors should examine changes in their own DB plans.
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PBGC Adds Exception to SFA Withdrawal Liability Rules

The PBGC published a final rule that adds an exception regarding withdrawal liability for plans that receive special financial assistance (SFA).
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Continuation of Remote Spousal Consent Proposed by Treasury

Learn more about the proposed rule, requirements and how it might impact your plans.

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.

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