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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> retirement planning

Changing retirement expectations

Posted by RJ and Makay on May 24, 2012

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RetirementAmerican workers have adjusted their retirement expectations after the realities brought on by the Great Recession, according to the 13th Annual Transamerica Retirement Survey released this week.  The survey showed that 56% of workers plan to work past age 65, and 54% expect to continue working after they “retire.”  Only 39 percent believe they are on track for a sufficient retirement nest egg.

Half of working age Americans not contributing to a retirement plan

Posted by RJ and Makay on May 15, 2012

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LIMRA49% of Americans are not contributing to any retirement plan, according to a new Life Insurance and Market Research Association (LIMRA) survey.  And those age 18 to 34 are more likely (56%) than other age groups to not be saving for retirement.  The survey also showed that only 25% of all Americans and less than a third of Americans over 50 have worked with a financial professional for retirement planning.

2012 Retirement Industry Conference

Posted by RJ and Makay on Feb 29, 2012

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Retirement“Rising to Today's Challenges” is the theme of this year’s 2012 Retirement Industry Conference to be held in Orlando, Florida from April 25 to 27.  Attendees will learn about the latest industry best practices in management, operations and marketing and gain insights on how to best achieve business goals.  Top retirement industry business leaders will lead a series of workshops on this growing industry segment.

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