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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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.