Parents Play Vital Role in Financial Education
A majority of retirement plan participants who responded to a recent survey said they learned about finances from their parents.
Tag: Advice
Are DC Plan Sponsors Funding Retirement?
New research indicates that employers who contribute matching contributions to their defined contribution (DC) plans may not be funding retirement for all participants.
Revamped 401(k) Helps Employees Get on Track
Employees are often struck with inertia when it comes to their 401(k) plans.
Behavioral Economics Can Educate Employees
Plan sponsors can use behavioral economics to educate employees about saving for retirement.
BofA Sees Continued Increase in Enrollment
Employers are increasingly using 401(k) plan design strategies to simplify plan participant decision-making around enrollment, contributions and investing, a survey found.
retirement income
Steady Stream: 2012 Retirement Income Buyer’s Guide
Retirement income products attempt to give investors a retirement salary
Financial Fitness Still Second String
Most Americans are still more likely to consult a personal trainer than financial adviser, Allianz reports.
learner's permit
What You Need to Know About … Mobile Strategies
The mobile age is here to stay, and people are using smartphones and tablets more than ever to search the Web, download applications, read emails and research financial...
servicing strategies
Bylaws of a 401(k) Administrative Committee
A plan sponsor’s administrative committee needs to abide by written bylaws, according to a white paper from RidgeWorth Investments of Atlanta, titled “The Best Practices of Retirement Plan...
servicing strategies
Running the Show
Six essential responsibilities of a plan administrative committee
Survey Zeroes in on Traits of Valued Advisers
Only 57% of financial advisers proved their worth to clients in navigating recent market conditions, according to a survey by Fidelity Investments.
Pre-Retirees Can Correct Retirement Insecurities
Working with an adviser and performing key retirement planning activities improve pre-retirees’ outlooks, a study suggests.
Designing an Effective Retirement Program
There is a long-term cost for employers for not helping employees prepare for retirement, said Matt Iverson, director of Boulevard R.
Financial Resolutions Hit All-Time High
A record number of consumers (46%) are considering financial resolutions, according to Fidelity Investments’ fourth annual New Year Financial Resolutions Study.
MetLife Expands Financial Education Program
The number of offerings in MetLife’s PlanSmart financial education program, a workplace-based series of financial education and planning workshops, has been expanded.
One-Third Not Saving for Retirement
While a majority of Americans plan to retire by age 65, 36% are not actively contributing to a retirement plan.
Site Helps Investors Improve Planning
Invesco Distributors Inc. unveiled a website that gives advisers a simple step-by-step approach to address the growing complexities of retirement planning with their clients.