Broker Check

Corporate Retirement Planning

America is currently facing a retirement planning crisis. A whopping 66% of millennials do not believe they are on track with retirement goals. Even more disturbing is the fact that only 12% of Americans between the ages of 60 to 79 have met or surpassed the recommended million-mark in retirement savings1.

Chances are that many of your employees are also struggling to save for retirement. Providing a corporate retirement plan as part of the benefits package can make all the difference. Future Benefits helps by keeping you steps ahead of a fast moving market, negotiating strategies to fit your benefit needs, and communicating all of these topics to employer and the employee.

Creating Retirement Benefits

Our dedicated staff wants to help your employees construct an exceptional retirement plan as if they each hired a CERTIFIED FINANCIAL PLANNER™, or CFP®, to do the task. Our CFP® Professionals can help you put the following components of your retirement benefits package in place:

  • Employee education, so employees are aware of the available benefits and how to use them
  • Investment products, so employees have several retirement planning vehicles to choose from
  • Plan design assistance, so employees can bring all their investment and retirement choices together into one cohesive plan that work

Contact Future Benefits

Our team of CFP® Professionals look forward to helping your employees prepare their retirement plan for downturns in the economy and changes in their personal and family lives. Contact us now for more information.


1CNBC - Here's How Much Americans Have Saved