Client Service

While more than half view retirement benefits as a “must have,” they are unprepared to make selections and could use the help of an adviser, Lincoln Financial Group says.

The day will be highlighted with a live stream webinar from an adviser yet to be determined, who will speak on the benefits of health savings accounts (HSAs), not just for health care costs but for income in retirement, according to WEX Health.

Overall, gig workers report more difficulty with nearly all financial tasks, a Hearts & Wallets survey found.

In a report, Cerulli Associates makes suggestions for actions defined benefit (DB) plan asset managers can take to help plan sponsor clients manage market volatility.

Mike Sasso, with Portfolio Evaluations, and a professor at Boston University,  explained a new way of thinking to get plan sponsors to focus on retirement income for participants.

In conversation with PLANADVISER, Principal’s retirement and income solutions leader shares advice for how to talk about annuities with skeptical consumers.

Most retirement plan participants rely on their workplace for financial advice.

With only 19% of workers who are offered a financial wellness program using it, employers need to take a new approach, according to MetLife

A survey reveals points about which small business owners could be educated to incent them to offer retirement plans for employees and save for retirement themselves.

Nearly two-thirds of 401(k) consultants and advisers believe sponsors want to continue to serve workers once they retire, PIMCO learned in a survey.

They want advisers to handle their investments but also to consult on their decisions.

Shifting attitudes about supporting adult children financially have helped reshape Americans’ thinking about wealth and retirement readiness, according to Ameriprise Financial survey data.

Robert Scheinerman, president, AIG Retirement Services, says smart retirement plan design, access to advisers and passage of pending legislation can help Americans have enough money for a 40-year retirement.

While some six in 10 advisers describe themselves as social media experts, only about 15% actually demonstrate social media mastery.

Recent research reports suggest average employee tenure in the U.S. has trended downward; retirement industry experts agree this fact should inform plan design discussions and participant-level services.

Defined contribution plan participants and non-participants surveyed by Natixis shared incentives that would encourage them to save or save more for retirement.

While a survey finds the majority of Millennials are investors, the top three reasons some Millennials do not invest are they do not have enough money to do so, they say they do not know how to properly invest, and they do not know the first thing about investing.