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Retirement Planning

The 2010 Retirement Confidence Survey found that only 16% of workers are very confident they will have enough money in retirement, and 70% of workers plan to work for pay after they retire.* Further, 69% of workers and their spouses reported they have saved for retirement—a decline from 75% reported in 2009. And the percentage of workers currently saving for retirement has declined from 65% in 2009 to 60% in 2010*. To help guide you toward retirement income security, we offer: 

  • Needs assessment
  • Retirement income modeling 
  • Benefit analysis 
  • Distribution options 


*Employee Benefit Research institute and Matthew Greenwald Associates, Inc. “2010 Retirement Confidence Survey.”