PSNC 2012: Defining Success
At the 2012 PLANSPONSOR National Conference, plan sponsor panelists shared their retirement plan success tactics, such as mandatory enrollment meetings and personalized communication.
Tag: Education
National Retirement Planning Week Kicks Off
National Retirement Planning Week 2012, which takes place Monday through Friday, will focus on Social Security and Baby Boomers' retirement readiness.
Some Merrill DC Advisers to Take 3(21) Status
Beginning in April, a select group of Merrill Lynch financial advisers will offer defined contribution (DC) investment consulting services to manage fiduciary risk.
Northern Trust Enhances Fixed Income Analytics
Northern Trust has enhanced its fixed income analytics.
Mutual of Omaha Offers SmartPlan Service
Mutual of Omaha’s Retirement Plans Division will begin offering a new online retirement education service.
DC Plan Participants Lack Knowledge of Global Investments
Many defined contribution (DC) plan investors lack key information that could help them plan for their retirement.
BMO Initiates Retirement Readiness Program
BMO Institutional Trust Services initiated a Retirement Readiness program to help employers better prepare employees for retirement.
Advisers, Sponsors Can Boost Retirement Confidence
The 22nd annual Retirement Confidence Survey (RCS) by the Employee Benefit Research Institute (EBRI), found workers’ confidence in their ability to afford a comfortable retirement is stagnant at...
Participants Look to Plan Sponsors for Inflation Guidance
Inflation is a major concern for plan sponsors and their participants when planning retirement investment portfolios.
Morningstar Enhances Website
Morningstar Inc. launched an alternative investments center as part of several enhancements to MorningstarAdvisor.com.
M&I Launches Planning Tool for 401(k) Participants
M&I Institutional Trust Services (M&I) introduced RightTrack, a suite of education and advice tools for 401(k) plan participants.
Prudential Launches Retirement Readiness Campaign
To coincide with America Saves Week 2012, which begins February 19, Prudential Retirement is launching a campaign called “How Do I Know if I’m on Track for Retirement?”
ING Launches Campaign to Encourage Retirement Savings
To coincide with America Saves Week 2012, which takes place February 19 to 26, ING launched an education campaign.
Increasing 403(b) Plan Participation in the K-12 Market
Working together to increase K-12 employee participation in 403(b) plans can produce benefits for advisers, school districts and employees alike.
Hispanics Feel Least Prepared for Retirement
Fifty-four percent of Hispanics report they feel “not very” or “not at all” prepared for retirement.
Majority of Employees Find Benefit Counseling Valuable
Ninety-six percent of workers who take part in individual benefits counseling sessions say they better understand their benefits as a result.
TD Ameritrade Expands Programs
Independent registered investment advisers (RIAs) have access to a series of new technology assessment tools, educational content and coaching programs from TD Ameritrade Institutional.
Curian Appoints Vice President
Curian Capital, LLC hired Keith Johnson as vice president of practice management.