Tag: Advice

Mercer's Outsourcing business has added three services to its benefits administration platform all related to financial planning.

Nearly 30% of participants in 401(k) retirement plans at Vanguard are in automatic, professionally managed investment programs, according to Vanguard’s How America Saves 2011.

A Fidelity survey found that advisers who provide comprehensive retirement income planning

In a Bank of America (BofA) Merrill Lynch Webcast focused on women and retirement, the idea was broached that women simply need to save more money than men...

A panel of experts at the PLANSPONSOR National Conference this week discussed practical ways to engage and involve retirement plan participants.

Diversified announced that Robin Lazarow has joined the firm as senior counsel and vice president.

The International Association of Business Communicators (IABC) Research Foundation and Buck Consultants recently studied workplace factors to determine which most influence employee engagement.   

Slightly more than half (53%) of employers feel responsible for providing financial vehicles, as well as education and advice, to help their employees have a secure retirement, according...

MetLife is expanding its workplace financial and retirement educational programs with a series of workshops covering an array of financial topics, known as PlanSmart.

A recently published white paper from MetLife offers guidance for advisers about how to help clients transition from the accumulation phase to the drawdown phase in retirement.  

Living longer than expected is one of the most serious issues facing U.S. workers today, according to the Institutional Retirement Income Council (IRIC).

An HSBC survey of 17,000 respondents worldwide found, on average, those who have financial plans based on financial advice have amassed over three-and-a-half times (357%) the retirement assets...

Lincoln Financial says to reach a secure retirement, one should aim to save ten times his or her annual income. 

Older investors are unhappy with the traditional advice and guidance model, in which one pays for advice on investment selection, but receives planning advice as a "free" bonus.

Employee Benefit Solutions, a human capital consulting firm, has established Ascende Wealth Advisers (AWA), a wholly-owned subsidiary registered with the Securities and Exchange Commission.

Peter Rappoport has been appointed Global Head of the Strategic Investment Advisory Group (SIAG) at J.P. Morgan Asset Management.

Aaron Friedman, national practice leader for nonprofit consulting at The Principal, says "there is still a huge opportunity for advisers to step in and help." 

A new white paper assets that emotional responses are keeping those in and near retirement from accessing professional investment help.  

In its 2011 Defined Contribution Survey, BlackRock asked plan sponsors and participants to describe the allocation of responsibility they see in retirement plans.   

Bank of America Merrill Lynch’s Retirement & Benefit Plan Services quarterly report on plan participant contribution activities found many plan sponsors are using a combination of automated and...