Tag: Advice

Relying on a financial adviser outside the plan was the preference for 37.5% of the roughly 6,000 plan sponsor respondents to PLANSPONSOR’s annual Defined Contribution...

More than one-third of Generation X and Y (Gen X/Y) investors surveyed by MFS Investment Management say their need for advice has increased since the downturn.

John Hancock found that 88% of advisers have urged clients to get back in the investing game, but most are not heeding the advice.

Retirement planning is the most difficult financial task for those participating in a recent study of retirement and savings trends by Hearts & Wallets.

Retirement Made Simpler (RMS) released an online toolkit to provide employers with step-by-step guidance for implementing 403(b) plan automatic features.

MetLife Resources entered into a partnership with Advised Assets Group, LLC (AAG), a registered investment adviser that delivers investment advisory services to defined contribution plan sponsors and plan...

The Principal Financial Group created the “Savings-to-Employment Income Ratio” to help investors estimate the health of their retirement savings; a white paper was written to complement the tool. ...

The U.S. Department of Labor (DoL) and the American Institute of Certified Public Accountants (AICPA) have launched a Web site to help small businesses select a retirement plan...

For the first time in a generation, the Labor Department has taken another crack at the definition of a fiduciary under the Employee Retirement Income...

Women feel more overwhelmed, less confident and less in control than men when it comes to financial planning and retirement, a survey by the Penn Mutual Life Insurance Company...

A new article from Securian will help plan sponsors decide if they need help with investment decisions.

New findings from MetLife’s 8th Annual Employee Benefits Trends Study show members of the working sandwich generation - those who are holding down a full-time job while raising...

I’ve long had an issue with weight scales, for the perhaps obvious reason that, these days, they frequently deliver a message I’d just as soon not receive.   

A new report finds that while many participants aren’t yet on track to meet their retirement savings goals, a combination of plan design changes and...

A majority (55%) of 401(k) plan participants surveyed say they would use free personalized advice if their employer made it available. 

Charles Schwab is expanding its “MoneyWise” program to Facebook, aiming to attract more Gen Y users.

Far more organizations provide defined contribution retirement plan participants with general educational materials about the plan and about investing than provide participants with individual investment advice, according to a poll by...

The American Payroll Association (APA) issued a statement today to alert the public of the potential hit paychecks will take due to expiring tax cuts.   

A survey by Transamerica Center for Retirement Studies released this week shows a grave lack of understanding about retirement planning among working women, but highlights a willingness to...

A recent TD Bank survey examined the confidence levels of those with varying degrees of financial literacy.