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February 08, 2010
by Pat Brault and Ed Drake, MSFP, CFP and Julie Nichols, CPA and Greg Sintow and Amy Libertoski, CPA, PFS and Nate Wenner, CFP, CPA, PFS, CIMA

For the last several years, many Americans have questioned, “Will I ever be able to retire?”

Recent economic challenges have resulted in reduced retirement plan portfolio sizes and increased employee confusion and anxiety. According to a recent survey from Callan Associates, one of the largest independently owned investment consulting firms in the country, during 2009, “plan sponsors were consumed with managing poorly performing investments and helping participants navigate the market collapse.” The survey went on to say that sponsors plan to spend 2010 focusing on “strategic initiatives, including review of plan design and investment.”


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Length: 3 pages (PDF 128 kB)

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