PPT-State Retirement Savings Initiatives

A WinWin Opportunity NCPERS Webinar April 18 2017 Presented by Cathie Eitelberg Rocky Joyner In the BeginningOur Starting Point Principles of Retirement Security S table Contributions. The presentation (The Road to Retirement, ‘Charted Course or Aimless Wander’) and accompanying narrative was created by the Arkansas Securities Department. It is intended solely for educational purposes and cannot be copied, distributed, or used in any manner without the permission of the Arkansas Securities Department.. Pension and Retirement Planning Overview . Chapter 1. Chapter 1: Overview. Business opportunities in the pension field. What types of plans are available?. Why have tax-advantaged retirement plans?. From the employee’s perspective. d’horizon. : South African retirement reform. IOPS Technical Committee . | . Seoul, Korea | National Treasury. Dr. David McCarthy | Retirement Policy Specialist. 4. th. November 2013. 1. SA retirement system dominated by funded, quasi-voluntary pillar 2. Millennials, . Gen- . Xers and Baby Boomers . Save for Retirement:. Greg Wojak . M.Sc., . CRPS. ®. gregory.wojak@lpl.com. Gail . Waytena. Gail.waytena@lpl.com. LPL Financial. Member FINRA/SIPC. How Employers can help . Saving and Investing for Financial Security: . Introduction . to the Concepts You Need to . Know. Brad L Yeckley . MBA,PhD. (C). Assistant Director of Financial Literacy. Penn State Financial Literacy Center. the options for your existing retirement savings.. Your career may take many twists . and turns. Americans, on average, have worked. 11.7. . different jobs by the time. they turn . 48. . years old.. Metlen. , Oregon State Treasury. A new, easy way for Oregonians to save, . coming . soon. $3,000. $12,000. 31%. Average savings per household. Average household savings, . nearing retirement age. 2. Non-retirees who report that they have saved nothing, and have no pension. University of Michigan Credit Union. When to Retire?. Debt. N. o . mortgage, no credit card debt, and no car . payments. Savings. Savings . to cover 18 to 24 months of . non-discretionary expenses. In safe, non-stock account. Presentation before the Oregon . Retirement Savings Board. December 14, 2015. John . Chalmers. Abbott Keller Professor of Finance. Lundquist College of Business. University of Oregon. Oregon Retirement Savings Board: . A lecture for FIN 352. Professor James Dow. CSUN. (draft). The Lecture. How much do I need to save for retirement?. We will cover:. How to make a simple calculation.. What makes the calculation more complicated in practice.. the options for your existing retirement savings.. Your career may take many twists . and turns. Americans, on average, have worked. 11.7. . different jobs by the time. they turn . 48. . years old.. >. With the end of the tax year looming, it’s a good time to consider boosting your retirement savings to make the most of the tax benefit. By investing a further amount into your retirement plan before 28 February 2018, you’ll take advantage of the tax benefit and achieve your savings goals even faster. ACHIEVING FINANCIAL GOALS Add Rep Name Here Advisor Firm Logo Here Client logo placeholder TERMS OF USE By using this presentation, you understand and agree to the following : You understand that T. Rowe Price does not undertake to give investment advice in a fiduciary capacity by making available this presentation and that Presentation . Consumer Federation of America . Financial Services Conference. December 1, . 2016. Angela . Antonelli. , Executive Director. Center for Retirement Initiatives. McCourt School of Public Policy.