Tag: Advice

Sixty percent of workers surveyed now consider the workplace a “very important source” for their personal insurance and savings products.

RetireReady, a customizable, turnkey participant education program to help independent advisers deliver value to retirement plan sponsor clients, was introduced by Commonwealth Financial Network.

A book was written to help plan sponsors educate workers about how to generate lifetime income in retirement.

More than one-third (37%) of adults would like a professional to help them manage retirement accounts but do not think they have sufficient investments.

Participants in 401(k) plans prefer more proactive steps to increase their retirement readiness rather than historical transactions on their account statements, a study found.

The retirement services division of the OneAmerica companies has unveiled a new retirement education and engagement program for plan participants.

SunGard released a new version of its Omni Web Solution for defined contribution and defined benefit plan participants, plan sponsors and customer representatives.

 Plan sponsors need to create smarter retirement plan participant communication, according to Colette Ehlers, sales development consultant with Wells Fargo Institutional Retirement and Trust.   

Pensionmark has unveiled an enhanced website and Online Education Center.

Participation and deferral rates are indicators of retirement plan popularity, not success, according to Greg Burrows of Principal Financial Group.

 A website that helps advisers identify retirement savings gaps and simplify planning considerations was launched by The Principal.  

Growth is ripe in the micro market – between $1 million and $5 million in retirement plan assets

A strong relationship still exists between an employee’s benefits enrollment experience and their perceived value of the benefits that their employer offers, a study found.

While National 401(k) Day is a good trigger to spur action from sponsors and participants to improve retirement readiness, the efforts should be ongoing.

Traditionally, 401(k) Day has been the Friday following Labor Day.

Determination, early saving and financial discipline are among the lessons from successful retirement savers, according to a survey by PNC Financial Services Group Inc.

Retirement confidence is high for both Baby Boomers and Generation X, according to a report from the Insured Retirement Institute (IRI).

What do crash test dummies talk about when they’re not crash-testing vehicles? Apparently they share tips on saving for a secure retirement.

Retirement plan participants are demanding electronic education, debunking the myth that participants are not engaged in their savings.