Tag: Advice

Fifth Third Bank announced changes to its retirement planning site in response to feedback it collected through surveys, focus groups, and other interactions with its 401(k) clients.

The PNC Financial Independence Survey found only 18%  of Gen Y members are confident they will have enough money to live comfortably when they are ready to retire.

A study from the National Bureau of Economic Research (NBER) found that providing peer information increased retirement savings of non-unionized recipients but decreased savings of unionized recipients.

Including a retirement plan provider’s affiliated funds as part of a plan’s investment lineup is not a fiduciary conflict of interest or prohibited transaction under ERISA, writes ERISA...

More than 3,000 credit unions now have access to CUNA Mutual Group’s newly released online retirement guidance platform.

Developed by Left Coast Solutions and iGate Patni, iJoin is a mobile software program for 401(k) plan participants that leads them through the retirement planning process.   

I finally got to the dentist last week.  

Prudential Retirement has launched Experience Prudential Retirement, a program for financial advisers and plan consultants to create customized marketing Web sites for prospects and clients.

The Principal Financial Group has launched its "Your Services" program, designed to help retirement plan sponsors manage their fiduciary obligations.

Automation has become standard in many defined contribution (DC) plans, according to a recent report from Aon Hewitt.

Still River Retirement Planning Software, Inc. has launched a simplified, free version of its RetirementWorks II financial software for retirees and near-retirees.

The need for ongoing holistic service from a third party is leading many plan sponsors to opt for a retirement plan adviser that works on a fee or...

Deciding what investments should be included in a retirement plan’s menu and monitoring those investments is a huge amount of risk and liability for just one person; plan...

At the PLANSPONSOR National Conference, a panel discussed the challenges facing smaller (less than $10 million in assets) employer-sponsored retirement plans. 

Effective methods for determining and benchmarking retirement readiness for plan sponsor clients. 

Cohen Milstein Sellers & Toll are launching its Fiduciary and Ethics Consulting Practice, with Suzanne M. Dugan and Luke Bierman as its first hires.

Financial Benefits Network (FBN) has launched a benefits resource portal that provides employers and employees access to corporate benefit information and personal finance educational materials.

Northwestern Mutual’s financial literacy Web site, Themint.org, conducted a poll that found kids are much more satisfied by – and committed to – succeeding in school than managing...

SageView Advisory Group has hired Bob Noll as a senior investment adviser.

Based on a nationwide survey of more than 3,000 working adults, Putnam Investments has debunked several perceptions about American’s level of retirement readiness.