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Workers are Saving for Retirement, But is it Enough?

The levels of retirement savings have increased since 2007 according to the Transamerica Center for Retirement Studies’ 13th Annual Retirement Survey report, Weathering the Economic Storm: Retirement Plans in the U.S., 2007-2012.  Boomers have increased their savings by 33%, Generation X by 30%, and Echo Boomers (Baby Boomers children) have increased their retirement savings by 77%. 

This is good news, especially considering the economy between 2007 and 2012.  Workers were being smart and continuing to set funds aside for their futures.  Unfortunately, there is bad news as well.  The amounts people are saving, although they have increased, are just not enough to maintain living expenses throughout the length of retirement.  The survey found that the total median savings for baby boomers is $99,320.  Baby boomers are now between the ages of about 48 and 66.  They are either at retirement age or getting close.  Many are planning to continue working well into their retirement years.  Can you imagine trying to live even just ten years on $100,000?  That’s just $10,000 a year. 

Why should this matter to us as human resource and benefit professionals?  I guess it doesn’t have to, but it should.  You can help set employees up for a great retirement, or you can ignore it and hope they find the right path themselves.  Many of your companies are offering some sort of retirement savings, most likely a 401(k), so the hard part is done.  You can help this company benefit become more meaningful.  Here are a few ideas to maximize your 401(k) benefit offerings:

  • Educate – Stress how important it is to save for retirement, NOW!  No matter what age you are.  If employees feel they don’t have anything to save, offer financial education so they can manage their funds better, and hopefully find somewhere to pull a little money from for retirement.
  • Make it easy – Auto enroll employees in the 401(k) program when they join your organization.  See about offering a match, or increasing the current offering.  Maybe get employees to increase by 3% and the company can match 2%. 
  • Repeat – Remind employees throughout the year to think about their retirement savings.  Maybe expenses are high in the winter and they just don’t think an increase is possible, but come summer they’ve gotten a raise and can afford to increase the amount.

I believe that HR and benefits professionals have an opportunity to really make a difference in the lives of their employees by helping them understand the importance of saving for retirement.  How are you getting employees to save for retirement?

Erica L.

Originally posted at http://uecubenefit.uecu.org/



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Comments

 
Erica Stephan December 10, 2012 8:38 am
I'm glad you found it valuable! Thank you!
John Ellsworth December 07, 2012 5:44 pm
This blog should be getting much more attention & I'll do what I can to help.