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Are client retirement plans on track.

Publication: The National Public Accountant
Publication Date: 01-AUG-05 		Format: Online
Delivery: Immediate Online Access
Full Article Title: Are client retirement plans on track.(workers retirement planning methods)

Article Excerpt
Are your clients' retirement plans on track?

If you or your clients even have retirement plans, you are unique. According to a 2004 study by the Employee Benefit Research Institute (www.ebri.org), four out of 10 workers say they are not saving for retirement. Those same workers calculated how much they would need, but a third of those making the calculation say they don't know what it will take to live comfortably in retirement. This represents a marketing opportunity.

Even if clients have a sound strategy in place for managing retirement assets, check to see if the plan is on...

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