Retirement Readiness

Retirement Readiness Programs

Many employees are unsure whether they are on track for retirement. Goldmanshire works with employers to design programs that help participants understand where they stand and what steps they can take to improve retirement outcomes.

From education and planning tools to one‑on‑one guidance, we focus on practical support that helps employees turn savings into a clear plan.

Why Retirement Readiness Matters

As retirement approaches, employees face decisions about saving levels, investment choices, income strategies, and healthcare costs. Without structure, these decisions can feel overwhelming. A thoughtful readiness program can improve engagement, reduce stress, and support better long‑term outcomes.

How We Support Your Workforce

• Readiness Assessments: Helping employees understand current progress toward retirement goals.
• Planning Guidance: Education and tools to clarify how much to save and how to invest.
• Retirement Income Education: Support on turning accumulated savings into sustainable income.
• Ongoing Monitoring: Periodic reviews and communications to keep employees engaged with their plan.

Partnering With Employers

We collaborate with employers and recordkeepers to integrate readiness efforts with existing benefits. Our goal is to complement your total rewards strategy and help your people feel more prepared for the future.