Tag: Advice

The American Express OPEN Small Business Monitor finds retirement savings is a worrisome topic for business owners.

Prudential released findings from a research study, “The African American Financial Experience,” and the results show a demographic largely mistrusting of the financial services industry, with a growing middle...

I learned a long time ago that when it comes to things like automobile maintenance, home repair, or gardening, I’m better off hiring an expert.   

AXA Equitable Life Insurance Company has developed applications for use on BlackBerry smartphones, which cover retirement income and life insurance topics.

Research from The Hartford found lower income Americans are more worried about rising taxes than those with higher incomes, yet are not taking advantage of tax-saving solutions.

A study by the ING Retirement Research Institute found less than half of respondents (48%) indicated that they feel “in control” of their retirement plan investments.

When some of the country’s top retirement plan advisers gathered last week to discuss retirement income, Jim Brockelman, Managing Director at Putnam, pointed out that the entire topic...

In the 9th Annual MetLife Study of Employee Benefits Trends, over 60% of Baby Boomers indicate they are behind in saving for retirement.

The DC Plan Investment Council is advocating that advice to participants by a plan adviser at the time of a distributable event should not be a prohibited transaction.

Securian Financial Group has added its voice to the chorus of others urging employees to channel their Social Security tax savings received this year into their retirement plan...

Merrill Lynch hosted a Webcast this week called, “It’s Your Future: What Young Americans Need to Know About Retirement,” hosted by former ABC News anchor, Charles Gibson.  

Perhaps it’s because they’re less likely to have a mortgage or other financial burdens, but Gen Y defines “financial success” as putting money aside for long-term goals, whereas...

Effective immediately, Aon Hewitt is bringing advice to its 401(k) recordkeeping clients. 

The Center for Retirement Research at Boston College found that customized advice for pre-retirees can help them take smarter actions.

The sampling size was small, but a recent survey found that participants who got financial advice held more funds and enjoyed a higher rate of return than those...

Laying it all out on the table, PLANSPONSOR and PLANADVISER’s Editor-in-Chief, Nevin E. Adams, opened the first Virtual PLANADVISER National Conference (VPANC) by outlining the top 10 trends...

The Center for a Secure Retirement (CSR) found that 51% of middle-income Americans (annual income between $25,000 and $75,000) have not been approached or contacted by a professional...

ING’s U.S. Retirement Services business is expanding its program for researching, selecting, and monitoring plan investments to support more types of employers.

Morgan Stanley Smith Barney announced that detailed fee and service benchmarking tools have been added to its defined contribution retirement plans.

Wells Fargo launched a Web site aimed at helping women get more comfortable with retirement savings issues.