Tag: Education

Boulevard R’s Retiremap was developed to help employers and plan sponsors with retirement plan education.

ING U.S. is offering a new retirement income practice management program. 

Employers and employees face two main obstacles for retirement saving: tough economic times and ineffective education.

More than a third of Americans could live at or near poverty in retirement, according to Wells Fargo’s annual survey on retirement planning attitudes and behaviors.

 T. Rowe Price launched FiduciarySource, an online program designed to help plan sponsors better understand and fulfill their fiduciary obligations.  

 ING U.S.’s retirement business launched a multimedia education campaign to coincide with National Save for Retirement Week.  

 BlackRock launched a digital retirement center to coincide with National Save for Retirement Week, which is October 21 to October 27.       

Franklin Templeton launched an online Retirement Center for individual investors, financial advisers, employers and plan sponsors.

The Investment Company Institute (ICI) and exchange-traded fund (ETF) firms developed a website to answer questions investors have before they invest in ETFs.

 MassMutual Retirement Services has planned several events to coincide with National Save for Retirement Week.   

ShareBuilder 401k introduced online tools and resources to help plan sponsors and employees better understand their 401(k) fee disclosure statements and determine fee reasonabless.

Mutual of America is expanding its current “Save More for Your Retirement” customer education campaign to shine a spotlight on National Save for Retirement Week.

Only 56% of employees eligible to participate in the annual benefits enrollment period are confident about their decision-making, and many keep the same choices.

The education policy statement (EPS) is an important element of retirement plan fiduciary management, according to a Transamerica Retirement Services white paper.

Sixty percent of workers surveyed now consider the workplace a “very important source” for their personal insurance and savings products.

RetireReady, a customizable, turnkey participant education program to help independent advisers deliver value to retirement plan sponsor clients, was introduced by Commonwealth Financial Network.

A book was written to help plan sponsors educate workers about how to generate lifetime income in retirement.

Participants in 401(k) plans prefer more proactive steps to increase their retirement readiness rather than historical transactions on their account statements, a study found.

The retirement services division of the OneAmerica companies has unveiled a new retirement education and engagement program for plan participants.

Third-party administrator Trinity Pension Consultants released the Cash Balance (CB) Navigator mobile application, enabling advisers to generate a client’s maximum annual contribution amount.