Archived Insight | January 8, 2018

Quantifying Retirement Readiness

Many organizations have no idea how financially prepared their employees are for retirement.

They may have a number of later-career employees who are nowhere near ready and, consequently, have to work for many more years.

On the other hand, there may be a few mid-career employees who already have enough savings to retire and could decide to do so on short notice. Employees who find they must work longer than they expected or who retire unexpectedly early may disrupt the natural progression of the workforce.

To minimize such disruptions and foster sound workforce planning, it is important for employers to help ensure that employees are on track to a timely retirement of their choice. 

assessing retirement readiness Download Now

Do you fully utilize your own DC plan?

We hone in on specific employee groups to see differences in plan behavior, which can help identify cohorts that may or may not be appropriately benefiting from the DC plan, as well as other notable group tendencies.

Get Your Report

See more insights

Human First AI Forward Webinar Web

Human First. AI Forward. People-First Strategies for AI Success

AI is reshaping business—are you ready? Get clarity & actionable steps in our upcoming webinar.
Businessman Smiling Analyzing The Market Graphs On A Laptop

Model Pension Plan’s Funded Status Reaches 109 Percent

In Q4 2025, the funded status of our model private sector single-employer pension plan rose 2 points to 109%. Download Prism to see why.
Business People In Meeting Having A Discussion

Reporting and Disclosure Guide for Benefit Plans 2026

The guide is an all-in-one resource that helps health and retirement plan sponsors meet compliance deadlines and avoid costly penalties.

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.