Tag: Education
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What You Need to Know About … Mobile Strategies
The mobile age is here to stay, and people are using smartphones and tablets more than ever to search the Web, download applications, read emails and research financial...
servicing strategies
Bylaws of a 401(k) Administrative Committee
A plan sponsor’s administrative committee needs to abide by written bylaws, according to a white paper from RidgeWorth Investments of Atlanta, titled “The Best Practices of Retirement Plan...
servicing strategies
Running the Show
Six essential responsibilities of a plan administrative committee
BofA Enhances Mobile Site for Participants
Bank of America Merrill Lynch enhanced its Benefits Online site for participants with a new education center, home page redesign and mobile upgrades.
Pre-Retirees Can Correct Retirement Insecurities
Working with an adviser and performing key retirement planning activities improve pre-retirees’ outlooks, a study suggests.
Millennials Motivated But Not Educated
Millennials are motivated to save for retirement and would plan ahead if they knew more about their employer retirement benefit options, a study found.
Americans Report Bad Financial Habits
Americans admit they are guilty of some bad financial habits, with not saving topping the list.
Plan Sponsors Know What to Do, But…
Over the past two years, defined contribution (DC) plan sponsors have taken small but significant steps to help participants improve their retirement readiness.
Retirement Savings Threats Differ by Generation
Retirement planning is the one financial issue in which all generations are most vulnerable, but for different reasons.
Fee Disclosure Can Be Opportunity for Advisers
Plan sponsors are largely optimistic about fee disclosure regulations, but say they need help from advisers.
Designing an Effective Retirement Program
There is a long-term cost for employers for not helping employees prepare for retirement, said Matt Iverson, director of Boulevard R.
Reviews Present Opportunities For Advisers
ING suggested six topics for advisers to address as part of a year-end plan review with plan sponsor clients.
MetLife Expands Financial Education Program
The number of offerings in MetLife’s PlanSmart financial education program, a workplace-based series of financial education and planning workshops, has been expanded.
One-Third Not Saving for Retirement
While a majority of Americans plan to retire by age 65, 36% are not actively contributing to a retirement plan.
Site Helps Investors Improve Planning
Invesco Distributors Inc. unveiled a website that gives advisers a simple step-by-step approach to address the growing complexities of retirement planning with their clients.
IRA Assets Hit $5 Trillion in 1Q
Individual retirement account (IRA) assets reached $5 trillion in the first quarter of 2012, according to research from Cerulli Associates.
Who Is Most Retirement Ready?
An EBRI report uncovers what age groups are most likely to miss their retirement savings goal and by how much.
Advisers Score Points With Tax Talk
High-net-worth investors are worried their portfolios will be negatively affected by tax code changes.
LGBT Community Concerned About Retirement
The LGBT community is concerned they may not be able to maintain their lifestyle in retirement and could outlive their savings.