Budget worksheet for participants nearing retirement

Participants who are nearing retirement tend to think about retirement differently than participants who are new to the workforce. One concern many pre-retirees have is whether or not their monthly income will be enough to supplement the retirement lifestyle they envision for themselves. 

We have a suite of One Day is Today participant education and communication resources designed specifically for participants who are nearing retirement. Participants who are thinking about their retirement budgets can complete a retirement budget worksheet and identify what their monthly expenses may be during retirement. When employees have an understanding of how much income they will need in retirement, they can develop a strategy to work toward attaining their goals. 

If you have participants within 10 years of retirement, share our Retirement Budget Worksheet with them so they can begin to develop their strategy.