No Backslide in Retirement Preparedness in 2012
There was no decline in retirement preparedness among employees in 2012 despite a decline in overall financial wellness, according to data from Financial Finesse.
Tag: Advice
Even Active Retirement Planners Need a Push
Less than half (43%) of Americans who are actively planning for retirement intend to meet with a financial adviser to review investment strategies this year.
Women Need Retirement Strategies
Nearly half of women (48%) do not have any retirement strategy at all, according to a study from the Transamerica Center for Retirement Studies.
research
Sweet Spot: 2013 PLANADVISER Micro Plan Survey
The number of micro defined contribution (DC) plans, participants in micro plans and total assets under advisement continued to grow steadily in 2011, according to the 2013 PLANADVISER...
LPL Platform Addresses Financial Life Stages
The Worksite Financial Solutions platform from LPL Financial LLC provides tools for plan sponsors and advisers to help participants throughout financial life stages.
Prudential Announces Education Tools
Prudential Retirement has joined the annual America Saves Week campaign to encourage Americans to make a commitment to increase savings...
ING Offers Savings Benchmarking Tool
ING U.S. has expanded its suite of retirement saving, planning and education resources with a new Web-based financial benchmarking tool.
learner's permit
What You Need to Know About … PowerPoint Presentations
Few things are worse in a business meeting than a boring PowerPoint presentation (except maybe stale bagels).
Genworth Releases Practice Management Book
Genworth Financial Wealth Management Inc. published a book for financial advisers.
Retirement Expert Wants to Spark Savings Movement
The recently published book, “Transform Tomorrow: Awakening the Super Saver in Pursuit of Retirement Readiness,” focuses on the need for Americans to save more for retirement.
Less Than Half of Couples Share Retirement Vision
Couples may share love and commitment—but they don’t seem to share ideas about their retirement.
Asset Managers May Struggle for Growth by 2017
Investment managers worldwide are expected to grow less than 1% from net new money annually through 2017.
A Digital Divide Among Plan Participants
Younger retirement plan participants are more likely to use online retirement calculators, interactive charts and mobile applications in preparing for retirement.
Retirement Witnesses Share What Works
Witnesses testifying before a senate committee shared the initiatives that are working and need to continue or grow to help workers save for retirement.
Lincoln Adapts Fiserv’s Retirement Illustrator
Fiserv announced that Lincoln Financial Group is the first client to make use of its new retirement income technology, Retirement Illustrator.
Despite Lack of Savings, Some Are Still Hopeful
There is a disconnect between the saving habits of some consumers and their rosy retirement forecasts, a poll found.
Wealthier Participants Turn to Outside Advisers
Nearly two-thirds of retirement plan participants use a financial adviser to assist them in managing their plan investments, a survey found.