Employers can help improve retirement readiness, so workers retire on time.
More workers are planning to retire at 70—or never. This could impact your workplace. What’s holding them back?
• High savings goals
• Debt and other financial stressors
• Healthcare concerns
• Anxiety about leaving work
The good news? You can help them feel more ready for retirement by providing helpful education, promoting catch-up savings options, sharing practical healthcare strategies, and offering phased retirement options.
Let’s chat if you’d like to talk more!
CURTIS S. FARRELL, CFP®, AIF®
949.455.0300 x222
cfarrell@fmncc.com
ARAN SAHAGUN, CRPS®
949.455.0300 x210
asahagun@fmncc.com
Investment advisory services are offered by Financial Management Network, Inc. (“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC.
This information is provided as a general guide to educate plan sponsors. It is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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