Tag: retirement preparedness

Senior man calculating finances

The brief’s key findings are: Do households in the National Retirement Risk Index identified as “at risk” recognize their situation? The analysis finds that almost 60 percent of households have a good sense of whether or not they are on track for retirement. But about 20 percent incorrectly think they are prepared, in large part…

businesswoman is checking company financial documents and using a laptop

The brief’s key findings are: State auto-IRA programs for private sector workers are intended to pay for themselves. This goal is achievable in the long run, but auto-IRAs will incur losses initially. The keys to financial self-sufficiency are to: keep per-account costs low; set meaningful participant contribution rates; and charge higher fees initially or finance start-u…