Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Readiness: 2013 Generational Research (PDF)
Financial Finesse Jan. 16, 2014
24 pages. Excerpt: "Millennials (i.e., employees under age 30) ... are struggling with debt and have yet to prioritize saving and investing for their retirement, despite a variety of challenges they will face. Generation Xers (i.e., employees age 30 to 44) have improved in all categories including cash management, but they still trail the younger and older age groups in this area.... Late Baby Boomers (i.e., employees age 45 to 54) have also improved in all categories but their retirement savings could be jeopardized by growing college bills and long-term care costs. Early Baby Boomers (i.e., employees age 55 to 64) are generally in the best financial shape, and an improving stock market has helped bolster retirement and investment confidence. However, a lack of emergency savings appeared as a top vulnerability this year[.]"
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