Advice Archives | Page 54 of 74

research

Sweet Spot: 2013 PLANADVISER Micro Plan Survey

The number of micro defined contribution (DC) plans, participants in micro plans and total assets under advisement continued to grow steadily in 2011, according to the 2013 PLANADVISER...

Products

March 4th, 2013

LPL Platform Addresses Financial Life Stages

The Worksite Financial Solutions platform from LPL Financial LLC provides tools for plan sponsors and advisers to help participants throughout financial life stages.

Products

February 22nd, 2013

Prudential Announces Education Tools

Prudential Retirement has joined the annual America Saves Week campaign to encourage Americans to make a commitment to increase savings...

Products

February 22nd, 2013

ING Offers Savings Benchmarking Tool

ING U.S. has expanded its suite of retirement saving, planning and education resources with a new Web-based financial benchmarking tool.

law & order

Buyer Beware

How well do you know your broker/dealer?

chalk talk

Role Play

What exactly does a plan adviser do?

fiduciary fitness

Fee Information Has Been Delivered—Now What?

The aftermath of 408(b)(2)

learner's permit

What You Need to Know About … PowerPoint Presentations

Few things are worse in a business meeting than a boring PowerPoint presentation (except maybe stale bagels).

Products

February 15th, 2013

Genworth Releases Practice Management Book

Genworth Financial Wealth Management Inc. published a book for financial advisers.

Products

February 14th, 2013

Retirement Expert Wants to Spark Savings Movement

The recently published book, “Transform Tomorrow: Awakening the Super Saver in Pursuit of Retirement Readiness,” focuses on the need for Americans to save more for retirement.

Data & Research

February 13th, 2013

Less Than Half of Couples Share Retirement Vision

Couples may share love and commitment—but they don’t seem to share ideas about their retirement.

Data & Research

February 12th, 2013

Asset Managers May Struggle for Growth by 2017

Investment managers worldwide are expected to grow less than 1% from net new money annually through 2017.

Data & Research

February 4th, 2013

A Digital Divide Among Plan Participants

Younger retirement plan participants are more likely to use online retirement calculators, interactive charts and mobile applications in preparing for retirement.

Compliance

February 1st, 2013

Retirement Witnesses Share What Works

Witnesses testifying before a senate committee shared the initiatives that are working and need to continue or grow to help workers save for retirement.

Products

January 30th, 2013

Lincoln Adapts Fiserv’s Retirement Illustrator

Fiserv announced that Lincoln Financial Group is the first client to make use of its new retirement income technology, Retirement Illustrator.

Data & Research

January 25th, 2013

Despite Lack of Savings, Some Are Still Hopeful

There is a disconnect between the saving habits of some consumers and their rosy retirement forecasts, a poll found.

Data & Research

January 23rd, 2013

Wealthier Participants Turn to Outside Advisers

Nearly two-thirds of retirement plan participants use a financial adviser to assist them in managing their plan investments, a survey found.

Data & Research

January 23rd, 2013

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.

Data & Research

January 15th, 2013

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.

Products

January 4th, 2013

Revamped 401(k) Helps Employees Get on Track

Employees are often struck with inertia when it comes to their 401(k) plans.

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