Helping Employees with Retirement Transition

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retirement transition planning Helping Employees with Retirement Transition

People can feel overwhelmed when it comes to transitioning to retirement. Many just don’t know how to save or where to start. We spoke with Dave Kulchar, Executive Vice President at Oswald Financial, about what employees can expect and how to not be overwhelmed with their retirement transition.

The most important financial considerations for employees nearing retirement

Individuals need to organize their financials in preparation for retirement. That includes planning, budgeting, and proper asset allocation.
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Is Your Company on the Right Track with 401(k) Plans?

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When it comes to investing in your retirement plan (401K), a lot of people are unsure or are uneducated about what to do. We talked with Dave Kulchar, Executive Vice President at Oswald Financial and partner of ERC, to find out the basics of a retirement plan and what people should do when it comes to investing for their future as well as how companies can help ease employees into the retirement plan process.

What can companies do to educate their employees about retirement plans?

To make a plan thrive, education is a huge part of what it takes to be successful.

“By having fully licensed, independent educators go out and give unbiased opinions and assist people with how they can invest their money is a great start. A voluntary one on one meeting is also encouraged,” says Kulchar. “Education is extremely important for conformability and helping people along.”
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