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Americans Are Retiring Later: Here’s Why

  • Summit Retirement Partners
  • Sep 15
  • 1 min read

Updated: Sep 16

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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!



Summit Retirement Partners, LLC

209 West Chatham Street

Apex, NC 27502

 

Ryan Verdery, AIF®

(919) 674-0595

 

Meredith Barbour, QKA, PPC®

(984) 229-1031

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.


This information was developed as a general guide to educate plan sponsors and 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.


©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.

 
 
 

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