The Benefits of Mentoring Advisers
Mentoring relationships can bring a host of benefits to young advisers, according to LIMRA research.
Tag: Continuing Education
intro
Standout Performance
If, in the annual review meeting, you aren’t highlighting all of the efforts
you’ve made throughout the year to improve and safeguard the retirement
plans you serve, you should be.
you’ve made throughout the year to improve and safeguard the retirement
plans you serve, you should be.
practice management
talking points
Healthy, Wealthy and Wise
Bringing the message of financial wellness to retirement plans
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
intro
Data & Research
The Meaning of Success
Showcasing the 2015 Plan Sponsor of the Year winners and finalists.
Five Signs of Employee Financial Stress
Worksite wellness education can help employees ease economic stress and counteract these distractions.
hot off the presses
talking points
Products
Compliance
Data & Research
Compliance
Data & Research
Data & Research
Products
Products
Products
Products
Products
Data & Research
Hot Off the Presses
New products, highlights, announcements
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Merrill and USC Introduce Longevity Training Program for Financial Advisers
Merrill Lynch and the University of Southern California Leonard Davis School of Gerontology announced a training program that provides insight into the opportunities and challenges of increasing longevity.
IRS to Discuss DB Plan Updates
The Internal Revenue Service (IRS) will host a webinar about defined benefit plan issues on September 18.
Provider Websites Face Off in Corporate Insight Report
Whether their plan is soliciting requests for proposals (RFPs) or not, plan officials have the fiduciary duty to understand how their service providers’ Web offerings match the competitions’.
GAO Lobbies for Spend-Down Options
A new report urges U.S. retirement plan regulators to examine and emulate other countries’ efforts to improve employee spend-down options for post-retirement years.
Married Women Less Engaged with Advisers
When
compared with their spouses, married men are 58% more likely to be a couple’s
primary contact with a financial adviser.
Equity Compensation Plan Participants Value Education
A new poll reveals employers who sponsor equity compensation plans have an important part to play in educating employees.
ING U.S. Launches Education Campaign
It’s National Save for Retirement Week, and ING U.S. is using the event to promote a multimedia customer education campaign ending October 26.
Zephyr Upgrades Analytics Center
Mutual fund data was made available on Zephyr Associate Inc.’s website
for investment professionals globally, StyleAdvisor.com.
Schwab Rolls Out Investment Tools, Training in Plan Design
A support tool and program suite
for advisers from Schwab
Retirement Business Service combines investment management tools, and fiduciary and plan design training.
Guardian Rolls Out 401(k) Fee Disclosure Website
The Guardian Insurance & Annuity Company Inc. (GIAC) unveiled a website to help plan sponsors and plan participants navigate the 401(k) marketplace.
NQDC Site Expands Continuing Education Courses
The publisher of the websites myStockOptions.com and myNQDC.com expanded its continuing education offerings for retirement planning professionals.
Advisers Say They Need Broader Education on Retirement Income Planning
A majority of advisers (93%) surveyed
said they felt the need for more education on retirement income planning.