Knowledge is power.
We empower our clients.

Get Started Now
<< Back to Helpful Tips

Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting:

  1. A survey of 2,622 respondents revealed that the Great Resignation was still on the minds of many, with 51% still considering quitting their current job. Of those who did quit and had a 401(k), 21% said they cashed it out.1
  2. Three out of four plan sponsors made a change to their defined contribution plan in the last two years and expect to make at least one change over the next two years. Most of the expected enhancements will focus on the employee experience (82%) and financial well-being (78%).2
  3. When asked to prioritize financial wellness benefits, employees ranked access to a high-quality 401(k) plan and 401(k) matching program as the most important—followed by a flexible spending account or health savings account, and a wellness stipend.3

Whether you are looking to start or transfer an existing 401(k) plan or are exploring other retirement vehicles such as a SEP-IRA, Jemma Financial can help you get the most out of your employer-sponsored retirement plan. Jemma provides comprehensive solutions that fit your organization to not only attract and retain employees but also give employees an opportunity to save for retirement.

We look forward to the opportunity of sharing our thoughts on ways to help your business and employees get the most out of your company’s retirement plan. Let’s start the conversation.

Sources: 1. Fidelity, “2022 State of Retirement Planning”, 2. Survey by Willis Towers Watson, Globe News Wire, “U.S. employers eyeing enhancements to defined contribution plans, WTW survey finds” 3. Betterment, “The Impact of The Great Resignation n Benefits Needs and Expectations”

Log In to Your Existing Account Get Started Now

Need assistance? Call 855.662.2121 or email info@jemmafinancial.com

You are now leaving Jemma Financial

Yes, I would like to leave No, I would like to stay

Important Notice

You are now leaving the Jemma Financial Services website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.

Schwab is a registered broker-dealer, and is not affiliated with Jemma Financial Services or any advisor(s) whose name(s) appear(s) on this website. Jemma Financial Services is/are independently owned and operated. [Schwab neither endorses nor recommends {Name(s) of Investment Management Firm(s)}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Name(s) of Firm(s)” under which Schwab provides Jemma Financial Services with services related to your account. Schwab does not review the Jemma Financial Services website(s), and makes no representation regarding information contained in the Jemma Financial Services website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.