Nationwide Extends Fee Waiver for New Business
The firm is also offering a 90-day trial period of its managed account solution to retirement plan participants.
Tag: coronavirus
Financial Wellness Programs in Greater Demand During COVID-19
Prudential survey finds employees were looking for financial advice and emergency assistance.
Empathy Seen as a Valuable Adviser Tool During Pandemic
Advisers who have actively reached out to clients say they have been able to maintain them.
Vaccine Hopes Buoy Markets and Retirement Investors
Investment leaders say they are thrilled by the preliminary data being published about various coronavirus vaccines, and they have increasingly high hopes for a faster economic recovery.
Nearly One-Quarter of Health Care Workers Have Decreased Their Retirement Savings
It should then come as no surprise that 38% are less confident they will have enough money to live comfortably in retirement, TIAA found.
Further Stimulus Said to Be Already Priced into the Markets
The failure to pass a second fiscal stimulus package is causing volatility, experts said, adding to the normal pre-election jitters.
The Importance of Virtual Training During COVID-19
Flexible schedules are expected to continue post-pandemic, resulting in better access to coaching for more retirement plan participants.
Investment-Oriented
Inflation Protection for DC Investors
TIPS? REITs? Infrastructure stocks? What inflation-sensitive assets will help this time?
Publisher’s Note
Actual Reality
It’s clearly not been business as usual.
Practice Management
Cures for Virtual Meeting Fatigue
… plus a prescription for improving your presenter skills.
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Client Service
Investing
Investing
Data & Research
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Practice Management
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Advisers Should Consider Emotions When Guiding Participants Through COVID-19
A calm, measured approach will help retirement plan participants make the right decisions.
Advisers Counter Effects of COVID-19 With Technology
Like so many other industries, the financial planning community is being adversely impacted by the pandemic, Nationwide reported in a survey.
Retirement Investments and Presidential Elections
The U.S. presidential election is just one more source of potential stock market volatility, experts agree.
Pandemic Will Have Negative Impact on Retirement Savings in Years Ahead, Natixis Says
In releasing its 2020 Global Retirement Index, the investment manager outlines obstacles to retirement savings but says expanding coverage to more people and pairing that with automatic features can mitigate the challenges.
Women’s Retirement Confidence Has Ebbed Since Start of Pandemic
A mere 17% of women say they are very confident they will be able to retire comfortably, according to the Transamerica Center for Retirement Studies.
PANC 2020: Supporting Financial Wellness in the New Workplace
Financial wellness has taken on a new relevance in the midst of the COVID-19 pandemic. Experts share tips on how advisers can figure out how to offer access to best-in-breed programs to enrich overall benefits programs and participant outcomes.
PANC 2020: Building a Team—and a Culture—in a Virtual Environment
Advisers share tips on how to work effectively from home during the pandemic.
FinFit Creates Savings Account With Employer Match
Employers can match up to 100% of employees’ contributions.
Advisers’ New Challenge Is Helping Investors Navigate Volatility
On the heels of a 12-year bull market, investors unrealistically still expect outsized returns, Natixis finds.