Tag: Education

Most workers save only enough to get the employer match, according to research from LIMRA.

Retirement plan clients of T. Rowe Price using the firm’s Retire With Confidence program can now access Dave Ramsey’s SmartDollar financial wellness solution. 

OneAmerica has made available to plan sponsor clients Worksite Financial Solutions’ Employee Transition and Engagement Solutions.

The new "Grow Your Savings" calculator shows the effect of increasing contributions to retirement plans and compound interest on savings.

More than two-thirds have consulted an adviser to build a financial strategy.

A survey of more than 250 higher education plan sponsors shows that institutions with advisers have more effective retirement benefit programs.

Two ways to gird against participant panic: educate participants and build the right bond options into the lineup.

The top area giving employees the most financial stress is saving enough to meet retirement goals.

Millennials and those with balances lower than $20,000 are at the greatest risk for cashing out.

While retirement plan sponsors increasingly see managed accounts as helpful to prepare participants for retirement, more education is needed to increase participant usage.

Most pre-retirees and retirees surveyed said they would not have been as financially successful without a formal written retirement plan.

Any discussion about improving lifelong financial security should include discussions about managing student loan debt, researchers conclude.

Plan Review allows advisers to use demographics to target education opportunities.

More affluent Baby Boomers and current retirees say they have less trouble sticking to a long-term investment strategy to fund their golden years.

It is an important fact for retirement specialist advisers to keep in mind as they find and serve new clients—almost everyone feels stressed about money and finances during...

Seventy percent of those working with an adviser are on track or even ahead.

Leaning too heavily on participation statistics alone may mask a sub-optimal education program.