Your clients' benefits strategies should support your long-term workforce plans, which should include helping employees meet their retirement goals. To do that, it's important to recognize that there are three key contributors involved in achieving a desired level of retirement income through a workplace savings plan: the plan participant (eligible employee), plan sponsor, and the investment manager.

Key contributors to an employee's retirement readiness

Key contributors to an employee's retirement readiness (Image: Fidelity)

(Image: Fidelity)

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