PLANADVISER - Spring 2023 - 26
Roundtable
What Participants Need
3 industry experts weigh in on how employers can help participants
meet their retirement goals
A
lex Ortolani, managing editor of PLANADVISER.com,
talked with Bridget Bearden, research and development
strategist with the Employee Benefit Research
Institute (above, right); Kim Cochran, director of Raffa
Retirement Services (above, left); and Catherine Collinson,
CEO and president of the Transamerica Center for Retirement
Studies (above, center), about what participants must
save to retire successfully-a broad topic but one top of
mind since last year's passage of the Setting Every Community
Up for Retirement Enhancement 2.0 Act.
PLANADVISER: What can employers and the advisers
who advise them do to address this new scenario we're
in where people are getting back to normal, not saving as
much as they were, maybe, during the pandemic, but also
dealing with higher expenses and volatility?
Kim Cochran: I just read an article that said credit card debt
was at an all-time high-that it had increased $61 billion,
which is shocking. A year and a half ago, I was saying that
everybody was flush with cash because they weren't going
to the office, they weren't paying for parking or getting
coffee at Starbucks. How things have changed!
When we talk about retirement savings, sometimes we
have to back up and say, if someone has a lot of expenses
and things are really costly, should they be putting more
26 planadviser.com | Spring 2023 | Participants
Art by John Jay Cabuay
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PLANADVISER - Spring 2023
Table of Contents for the Digital Edition of PLANADVISER - Spring 2023
A Step in a New Direction
PLANADVISER Adviser Value Survey
DB Summit
What Participants Need
Advanced Offerings
Expanding the Adviser Remit
The Long Goodbye
Missed Opportunities
How to Avoid Fee Conflicts
Who’s to Blame?
PLANADVISER - Spring 2023 - C1
PLANADVISER - Spring 2023 - C2
PLANADVISER - Spring 2023 - 1
PLANADVISER - Spring 2023 - 2
PLANADVISER - Spring 2023 - 3
PLANADVISER - Spring 2023 - 4
PLANADVISER - Spring 2023 - 5
PLANADVISER - Spring 2023 - 6
PLANADVISER - Spring 2023 - 7
PLANADVISER - Spring 2023 - 8
PLANADVISER - Spring 2023 - 9
PLANADVISER - Spring 2023 - 10
PLANADVISER - Spring 2023 - 11
PLANADVISER - Spring 2023 - 12
PLANADVISER - Spring 2023 - 13
PLANADVISER - Spring 2023 - A Step in a New Direction
PLANADVISER - Spring 2023 - 15
PLANADVISER - Spring 2023 - 16
PLANADVISER - Spring 2023 - 17
PLANADVISER - Spring 2023 - PLANADVISER Adviser Value Survey
PLANADVISER - Spring 2023 - 19
PLANADVISER - Spring 2023 - 20
PLANADVISER - Spring 2023 - 21
PLANADVISER - Spring 2023 - 22
PLANADVISER - Spring 2023 - 23
PLANADVISER - Spring 2023 - DB Summit
PLANADVISER - Spring 2023 - 25
PLANADVISER - Spring 2023 - What Participants Need
PLANADVISER - Spring 2023 - 27
PLANADVISER - Spring 2023 - 28
PLANADVISER - Spring 2023 - 29
PLANADVISER - Spring 2023 - Advanced Offerings
PLANADVISER - Spring 2023 - 31
PLANADVISER - Spring 2023 - Expanding the Adviser Remit
PLANADVISER - Spring 2023 - The Long Goodbye
PLANADVISER - Spring 2023 - Missed Opportunities
PLANADVISER - Spring 2023 - 35
PLANADVISER - Spring 2023 - How to Avoid Fee Conflicts
PLANADVISER - Spring 2023 - 37
PLANADVISER - Spring 2023 - Who’s to Blame?
PLANADVISER - Spring 2023 - 39
PLANADVISER - Spring 2023 - 40
PLANADVISER - Spring 2023 - C3
PLANADVISER - Spring 2023 - C4
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