Tag: Education

Some subsets of Millennial investors are just as likely as their parents to seek professional financial advice, according to new research from Phoenix Marketing International.

Defined contribution (DC) plan sponsors are already adopting defined benefit (DB) best practices in plan design, but plans could benefit from more DB-like investing and communication.

For industry executives on one panel at the 2014 PLANADVISER National Conference, retirement plan sponsor and participant education is a three-part effort.

The value of delivering advice to participants is not in question, but participants remain fuzzy on what the advice means, and the difference between advice and education, said panelists at...

Defined contribution plan sponsors may find it challenging to get employees to engage in retirement saving and planning, but there are ways to get employees’ attention.

Women are showing more engagement in retirement savings plans than men, according to an analysis by MassMutual Retirement Services.

Investment advisory and retirement plan consulting firm Compass Financial Partners LLC has teamed with Financial Finesse to bring enhanced financial wellness training capabilities to clients.

Even basic financial education in high school may help people feel more comfortable with financial matters later in life, according to a survey from MoneyRates.com. 

Plan participants increasingly realize they are responsible for generating their own retirement income, but many still pass over investment advice offerings, a survey from Schwab Retirement Plan Services...

LPL Financial LLC has launched its new Worksite Financial Solutions website to help employees gain confidence in their financial future.

Nearly three-quarters (72%) of Hispanic investors polled for a Wells Fargo survey said they wish they could learn more about investing in mutual funds, stocks and bonds.

Financial stress is a significant part of the overall stress that plan participants feel, a survey says, but plan sponsors and advisers can take steps to ease their...

The Guardian Insurance & Annuity Company, Inc. (GIAC) released a new tool to help financial professionals mitigate fiduciary risk for their plan sponsor clients.

Unprepared Baby Boomers face a bleak decision as they enter their mid-60s—work beyond the traditional retirement age or risk running out of money down the line.

The Department of Labor’s Employee Benefits Security Administration (EBSA) will conduct a webcast for small businesses and their retirement benefit services providers on August 6.

Advisers can help plan participants work out how to save for a child’s college education as well as their own retirement. 

The concept of retirement income planning may be common parlance among industry professionals, but plan participants are still adjusting to the new age of personal accountability.

Defined contribution (DC) plan participants on both sides of the Atlantic are worried about retirement, according to research from State Street Global Advisors (SSgA).