Retirement Income Replacement

Retirement Income Replacement Shortfall for Executives Video & Report

April 28, 2022

Share this Post

Video and Report on the retirement income replacement shortfall executives may be facing.

In case you missed it last week, Senior Vice President Andy Hart shared two informative resources to help organizations and executives understand why qualified plans may not fully support key executives’ retirement income replacement needs.

“While workplace environments were already in transition,” says Andy, “now with employees expecting even more from their organizations, historical events of the past two years have accelerated everything. Employees are expecting more retirement readiness education and better savings opportunities.”

But, as Andy calls out, in the improved partnership of employers and employees for addressing these issues, many organizations do not realize that the “team at the top,” typically the company’s key executives, may be left out.

Retirement Income Replacement Shortfall for Highly Compensated Employees

Andy’s report, Why Executive Retirement Savings Plans Benefit from NQDC, and his video How Qualified Plans May Be Failing to Serve Executive Retirement Savings Goals make it easy to understand how this omission can happen. With charts and examples, these resources show what organizations will want to be doing to solve the retirement income replacement shortfall that many key employees and senior executives are facing.

This content is easy-access material, with no requirements that you share your email address or register for an event. You are invited to view or download the PDF of the report and to play the video directly from this web page. You can also share this content with others in your organization by email or social media using the “Share This Post” link above.

To learn more, please get in touch with Andy Hart directly at:
O: 703.807.5824 C: 703.966.4679

Or reach out to any member of the Fulcrum Partners team.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

Lion Street Advisors // Lion Street Financial

Share this Post