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

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Pat Brault Pat Brault
Principal, Regional Director Wipfli Hewins Investment Advisors

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Ed Drake Ed Drake, MSFP, CFP

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Julie Nichols Julie Nichols, CPA
Principal, Director of Financial Planning

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Greg Sintow Greg Sintow

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Amy Libertoski Amy Libertoski, CPA, PFS

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Nate Wenner Nate Wenner, CFP, CPA, PFS, CIMA
Regional Director, Wipfli Hewins Investment Advisors

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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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