Tag: Advice

As older workers increasingly delay retirement, companies may find themselves grappling with an aging work force.

Saving and spending behaviors fluctuate wildly, setting the stage for varying levels of retirement confidence among Americans, a study found.

Interactive Data Corporation unveiled its white label suite of ETF Web tools to help advisers analyze, build and promote investment strategies using ETFs.

Adult children and their parents struggle to communicate about retirement planning, providing care for elderly parents and inheritance strategies.

Investors wanting to know more about exchange-traded funds (ETFs) can visit the ETF Education Exchange.

Nearly one-third of adults do not know if they will be able to retire or do not believe they will be able to retire.

Wealth Trace released a new version of its online retirement planning software for financial advisers.

Boulevard R’s Retiremap was developed to help employers and plan sponsors with retirement plan education.

Two-thirds (65%) of middle-income ($40,000 to $99,999) American workers are saving less than 5% of their annual income for retirement.

When considering ethical behavior, the question is not “What would you do?”—it’s “What should you do?”

Discussing health care costs in retirement is new for many advisers, and few say they have the knowledge and resources to do it well.

Individuals are more likely to implement a financial change when there is an explicit investment recommendation versus general guidance.

More than a third of Americans could live at or near poverty in retirement, according to Wells Fargo’s annual survey on retirement planning attitudes and behaviors.

 T. Rowe Price launched FiduciarySource, an online program designed to help plan sponsors better understand and fulfill their fiduciary obligations.  

 ING U.S.’s retirement business launched a multimedia education campaign to coincide with National Save for Retirement Week.  

 BlackRock launched a digital retirement center to coincide with National Save for Retirement Week, which is October 21 to October 27.       

Lincoln Financial Group is encouraging Americans to save for their retirement through a video series that kicks off during National Save for Retirement Week, October 21 to October...

 MassMutual Retirement Services has planned several events to coincide with National Save for Retirement Week.   

ShareBuilder 401k introduced online tools and resources to help plan sponsors and employees better understand their 401(k) fee disclosure statements and determine fee reasonabless.

More companies and participants are putting money into their plans, and at higher rates than in previous years, Plan Sponsor Council of America(PSCA) found.