KMA Human Resources Consulting

September Breakfast Brief

Generational Perspectives on Retirement Saving

The retirement landscape is evolving rapidly. In recent years the DOL has increasingly focused its attention on how prepared retirement plan participants are for their retirement and ways in which plan sponsors can help improve participant outcomes. At the same time, workplace retirement benefits are playing an increasingly important role in helping people prepare financially for a comfortable retirement. To further complicate the situation, Baby Boomers, Generation X and Millennials face unique circumstances, have different perspectives, as well as expectations and motivations about saving for retirement.  And yet, plan sponsors and fiduciaries are left with the daunting task of providing a benefit that meets the needs of all their employees regardless of their demographic, financial position or retirement readiness.

Attendees of this session will learn to:

• Recognize the different perspectives, visions and expectations of each generation.
• Describe the generational differences in goals and saving motivations.
• Implement strategies to increase saving in your organization’s retirement plan resulting in an increase in participant retirement preparedness.

This session will be valuable to business owners, HR and finance professionals. Anyone who is involved in decision making or administration of an employer sponsored retirement plan will find this presentation valuable. 

Presented by Kristin Guibord and Barbara Appleby of Berry Dunn Wealth Management.

Register Now! 

Securities offered through Commonwealth Financial Network, Member FINRA / SIPC. Investment advisory services may be offered through Commonwealth Financial Network, a registered investment adviser, and/or BerryDunn Wealth Management, LLC, a state-licensed investment adviser.   Advisory services and fixed insurance products and services offered by BerryDunn Wealth Management, LLC are separate and unrelated to Commonwealth.