The Benefits of Mentoring Advisers
Mentoring relationships can bring a host of benefits to young advisers, according to LIMRA research.
Tag: Continuing Education
Five Signs of Employee Financial Stress
Worksite wellness education can help employees ease economic stress and counteract these distractions.
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.
UBS Launches Securities Research Mobile App
UBS Investment Bank is introducing a Securities Research app compatible with iPhone, iPad and iPod Touch devices.
What Plan Sponsors Want From Advisers
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 Services Survey.
Nationwide Hosts Regulatory Conference Call for Retirement Plan Advisers
Nationwide Financial is hosting a conference call Monday to help retirement plan advisers get ahead of upcoming retirement plan regulation and legislative changes, such as fee disclosure.
401(k) Rekon Launches More Symposiums for Retirement Plan Advisers
401(k) Rekon announced three one-day symposiums targeting retirement plan advisers who spend less than 50% of their time managing retirement plans.
401(k) Rekon Kicks off Symposiums for Retirement Plan Advisers
401(k) Rekon, a recently launched research provider for retirement plan advisers, is hosting its first symposium.
EBSA Webcast to Address Form 5500 Issues
Plan sponsors (and “plan professionals,” including advisers) looking to bone up on the new Form 5500 will have another chance to do so online.