iJoin stories and other coverage on retirement outcomes
The one constant we know about the retirement plan industry is that change is always around the corner. How we anticipate it, plan for it, and execute against it affect the fortunes of firms large and small.
Steve McCoy (iJoin), Joe Hendrickson (Allianz Life), and James Olson (IPX Retirement) joined Philip Chao (Experiential Wealth) at the SPARK Forum 2021 for a lively discussion on the challenges and opportunities of offering in-plan guaranteed retirement income solutions.
Your organization has a dedicated web portal for customers. That’s great, but does it create a memorable, brand-reaffirming user experience or is it something more transactional?
“8 in 10 people would appreciate employer help in calculating the income they’ll need for a secure retirement.”
“48% of workers have tried to calculate how much money they will need to live comfortably in retirement.”
“9 in 10 retirees rely on Social Security as a source of income in retirement.”
None of us should be shocked reading this. While Social Security is an important safety net, it was never designed to fully fund retirement.
You see the statistics – the gap in confidence, comfort, or readiness so many people experience when saving for retirement.
Industry surveys of participant engagement and retirement readiness continue to report on familiar themes. It’s no surprise, really,
“Decumulation: The Final Frontier” was a very interesting discussion during November’s SPARK Annual Conference. The session was moderated by Philip...
By Alan Gross Since the beginning of 2011, about 10,000 baby boomers joined the ranks of the retired every single day1. For some, this is a truly...