Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Schwab 401(k) Participant Survey 2021 (PDF)
Charles Schwab June 24, 2021 "[M]ore than half (53%) say they are very likely to achieve their retirement goals, compared to 37% in 2020.... On average, plan participants in 2021 believe they need to save $1.9 million for retirement, the same amount as in 2020. Ninety-one percent say their financial health is very good or pretty good.... 401(k) plans and health insurance again top the list of desired workplace benefits with more than 80% of participants saying these are 'must-haves.' " |
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