A survey found that plan sponsors are increasingly focused on making sure their plans are effective in financially preparing employees for retirement, giving financial professionals greater opportunity to add value for both sponsors and their employees.1 How can you help plan sponsors capture the attention of participants and to make a distant retirement more tangible?
Help Employers Engage Participants with Three Intriguing Questions
MIT AgeLab has identified three questions you or your plan-sponsor clients should ask plan participants to assess how prepared they are to live well in retirement:
What do these questions have to do with retirement planning? A lot more than you might think. They actually uncover important factors about aging in place, staying mobile, and maintaining a strong social network in retirement. These factors can serve as a starting point for planning a satisfying retirement.
|1||Download plan participant (client) and financial professional worksheets in the Resources sections|
|2||Contact your Hartford Funds Advisor Consultant about about how to use this material with plan sponsors and participants|
12022 Plan Sponsor Attitude Survey, Fidelity, 03/2022
*Contact your Hartford Funds representative or call 800-456-7526 about CE information. Hartford Funds is the provider of CE credits.
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.
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