We work with plan sponsors to support your employees’ retirement goals. Whether you need to create a new plan or improve an existing one, we offer services such as choosing investments, asset allocation, complying with ERISA, acting as fiduciaries, and preparing and maintaining investment policy statements.
Retirement Readiness
Whether your employees spend decades at your company or join you later in their careers, questions can raise as they near retirement age. Less than one-third of employees feel confident in their financial situation when they retire.
The uncertainty leads to questions like, can I cover unforeseen costs in retirement? Do I have a spending strategy to maintain my lifestyle? How do I transition from saving for retirement to utilizing retirement funds?
Our Retirement Readiness program assists employees nearing retirement to determine if they are financially, emotionally, and psychologically prepared for the shift from active employment to retirement. It’s essential for preserving one’s preferred lifestyle and fulfilling retirement aspirations.
We leverage five key components to determine an employee’s Retirement Readiness:
Retirement Lifestyle Discovery
Retirement Readiness Scorecard
Investment and Asset Allocation Review
Retirement Budget Building (Essential vs. Discretionary)
Tax-Smart Distributions Strategy
Interested in enhancing your retirement benefit offerings?
Quotient Wealth Partners, LLC (“QWP”) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of QWP’s web site on the internet should not be construed by any consumer or prospective client as QWP’s solicitation or attempt to affect transactions in securities, or the rendering of personalized investment advice over the internet. This communication contains certain statements that indicate future possibilities. These statements are aspirational and QWP does not guarantee any success in the services it provides. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance.
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