Case study Retirement readiness “We don’t like noise. ” Our company needed a simple, powerful program to help our people understand and make the best use of our new retirement plan, which replaced a traditional plan that we froze. A Retirement Income Modeler was flawlessly designed and implemented and the modeler was positively received by our employees. Earlier this year, our company was preparing to announce a freeze of its salaried pension plan. The freeze would impact 50,000 active employees and will take place in two phases over a four-year period. A review of the financial health of the workforce revealed a lack of understanding, attention and/or planning around the basic concepts of retirement planning. Further compounding this was the fact that our workforce has a

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