Tag: Education

SunGard released a new version of its Omni Web Solution for defined contribution and defined benefit plan participants, plan sponsors and customer representatives.

An education policy statement and an education strategy document are helpful in building a retirement plan education program for employees.

 Plan sponsors need to create smarter retirement plan participant communication, according to Colette Ehlers, sales development consultant with Wells Fargo Institutional Retirement and Trust.   

Pensionmark has unveiled an enhanced website and Online Education Center.

Participation and deferral rates are indicators of retirement plan popularity, not success, according to Greg Burrows of Principal Financial Group.

 A website that helps advisers identify retirement savings gaps and simplify planning considerations was launched by The Principal.  

Growth is ripe in the micro market – between $1 million and $5 million in retirement plan assets

Participants have expressed anxiety over retirement readiness, Joe Connell, managing director of Sheridan Road Financial, told attendees at the 2012 PLANADVISER National Conference in Orlando.

A strong relationship still exists between an employee’s benefits enrollment experience and their perceived value of the benefits that their employer offers, a study found.

While National 401(k) Day is a good trigger to spur action from sponsors and participants to improve retirement readiness, the efforts should be ongoing.

Traditionally, 401(k) Day has been the Friday following Labor Day.

Determination, early saving and financial discipline are among the lessons from successful retirement savers, according to a survey by PNC Financial Services Group Inc.

Retirement confidence is high for both Baby Boomers and Generation X, according to a report from the Insured Retirement Institute (IRI).

The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education, has formed The Plan Sponsor University (TPSU). 

What do crash test dummies talk about when they’re not crash-testing vehicles? Apparently they share tips on saving for a secure retirement.

Retirement plan participants are demanding electronic education, debunking the myth that participants are not engaged in their savings. 

Fidelity Investments has launched Plan for Life, an enhanced retirement planning solution.

Employers place a high value on employee financial literacy, a survey found.

More than half of employers surveyed (55.6%) report that the effectiveness of their benefits communication efforts has improved during the last three years.

Employers continue to spend too little time and fewer resources for helping employees understand their employee benefits, a survey from Unum shows.