Tag: Advice

Kring Financial Management has developed a solution for investors who want to manage their retirement plan investments proactively.

A new report suggests the majority of available financial planning tools are still not effectively addressing the wide range of individual issues related to retirement.

The Discover Small Business Watch survey for December found that 62% of small-business owners report having a financial plan for their retirement

Michael Vick’s former financial advisers won’t be working with ERISA plans anymore.

New research from the Sun Life Financial Unretirement Index revealed that more working Americans seek financial advice from family members and friends than from financial advisers, the media,...

Most Americans don’t check out their financial adviser’s background, according to a new study by the FINRA Investor Education Foundation.

TIAA-CREF is the latest financial firm to offer an application for the iPhone.

In one of the more challenging economic years in memory, it is not surprising that the pace of change set in motion in defined contribution plans by the...

In an advisory opinion, the U.S. Department of Labor (DoL) addressed whether investment advisers to the mutual funds underlying target-date funds used in a retirement plan are plan...

The U.S. Department of Labor (DoL) said it is investigating how it can best encourage the use of lifetime annuities or other similar instruments.

Research from The Hartford found that people who have taken the time to plan for retirement or their financial future are in a better place financially and have...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) announced Monday that it is giving itself until May 17, 2010, to develop a new version of its...

Financial advisers might face challenges to help pre-retirees rebuild their savings, as most pre-retirees are not putting away more money or spending more time with their adviser.

Half of employers now offer workers outside investment advisory services, including advice, guidance, and/or managed accounts, according to Hewitt Associates.

Bank of America Merrill Lynch Retirement & Benefit Plan Services' quarterly report on plan and participant activities within its proprietary 401(k) business found 60% of participants started or...

A new survey from J.P. Morgan finds 401(k) participants embrace the responsibility of controlling their retirement savings, but without confidence to succeed.

One silver lining to the recession could be that Americans take more interest in their finances, a new survey suggests.

This year, fewer Americans ranked getting trusted financial advice of prime importance, according to a survey by Prudential Financial.