Financial advisors now have a new arrow in their quiver for their small employer retirement plan business—the pooled employer plan (PEP). PEPs are designed to help small businesses offer retirement plans at a significantly lower administrative and expense burden.
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Baby Boomers have redefined the culture since the early 1960s, and so it shouldn’t come as a surprise that they are redefining retirement. One of the ways they are doing this is through university-based retirement. In other words, Boomers are headed where educational and cultural opportunities abound—college towns.
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In light of the many ways that retirement finances can get untracked by unforeseen events, it may be appropriate for advisors to have a discussion with clients about creating a “Black Swan” bucket to fund the truly unexpected.
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While shortcomings in retirement readiness is a consistent theme of much reporting by general and industry media, EBRI’s survey shows that many Americans are surprisingly hopeful about their own preparation for retirement.
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Want to sail around the world … from home? For a small—but growing—number of people, cruise ship retirement has become a dream realized.
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