Tag: Advice

Women are narrowing the gap between their financial literacy and that of their male counterparts, Financial Finesse finds.

J.P. Morgan Retirement Link, the firm’s retirement plan administration solution for small and mid-size employers, has gone mobile with a new iPhone and Android application.

Prudential Retirement introduced a line of new technology tools designed to help participants, sponsors and advisers drive higher levels of plan success.

401(k) plan participants still do not understand some of the basics about saving and investing in their plans, a survey suggests.

A majority (80%) of Millennial Americans say the recession of 2008 taught them they have to save “now” to “survive” economic problems down the road.

Employees are showing more focus on their overall financial wellness, according to a Financial Finesse report.

Not talking about Social Security could come with a steep cost, says Nationwide in a survey that polled retirees and their experiences with the timing of benefits. 

Investment research firm Morningstar, Inc. has entered into an agreement to acquire online financial wellness provider HelloWallet Holding, Inc.

Ingham Retirement Group added LPL Financial LLC’s employee advice and education solutions to its retirement planning platform.

New research from a coalition of retirement industry groups suggests financial advisers are moving away from the use and recommendation of annuities, despite industry buzz around income products.

Americans prioritize financial matters second only to their health, according to a Northwestern Mutual study, yet few seek professional advice or have a long-term plan for retirement.

Market volatility and questions about interest rates have brought asset allocation and portfolio management to the forefront for financial advisers, according to a Fidelity Investments survey.

About a quarter of working Americans have a nest egg balance of zero, according to a survey from COUNTRY Financial, due in large part to stagnant wage growth.

More employers are recognizing employees need financial education programs to help them deal with financial challenges.

Frequent trading by some 401(k) participants is eliciting a response from fund providers such as Vanguard and T. Rowe Price.

Nearly three-quarters of Americans do not know that a 529 plan is a college savings tool, according to the annual 529 Plan Awareness Survey from financial services firm...

A new financial wellness program from Merrill Lynch helps clients assemble and compare competing financial concerns while also shaping an individualized, goal-oriented path towards a better retirement.

Meredith Corp. is probably best known for its expansive media and entertainment enterprises, but one human resources (HR) staffer says it’s the company’s retirement plan that is truly...

Do-it-yourself (DIY) retirement plan investors are falling behind their peers in meeting certain objectives, suggests a study from Guardian Life Insurance Company of America.

Simply measuring the average participant’s retirement savings shortfall will not help employers improve plan outcomes, says Kris Gates, vice president of customer experience marketing with MassMutual.