Month

August 2018
A survey recently conducted by Bankrate.com indicated that those who have made an estimate, put the median amount at $650,000. Lee Barney of PlanSponsor.com reported on this survey in early June, quoting the following numbers: 61% of those Americans surveyed don’t have any idea of how much they will need to retire successfully. $650,000 was...
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NAPA Net I’s Ted Godbout, reported on an online survey conducted April 9-20, 2018, by Convergys for Merrill Edge Report. The online survey polled 1,000 respondents with investable assets between $20,000 – $250,000. This report indicated that wealthy Americans still value in-person knowledge and expertise for financial advice over emerging technologies that are shaping the...
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The Retirement Income Gap What can cause a shortfall? Social Security – Timing is Everything What happens if you claim early? Retirement Accounts What can employees do to boost their savings? Helpful Hints for Plan Sponsors Upcoming Compliance Deadlines The Retirement Income Gap Many American workers participate in company retirement plans, methodically contributing to their...
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