Tag: Education

The U.S. Department of Labor’s (DoL) Employee Benefits Security Administration will host a free Spanish-language retirement savings Webcast on June 22. 

A panel of experts at the PLANSPONSOR National Conference this week discussed practical ways to engage and involve retirement plan participants.

A recent study by Financial Finesse found that women still fall far behind men in terms of financial knowledge and confidence, and are in danger of not meeting...

Slightly more than half (53%) of employers feel responsible for providing financial vehicles, as well as education and advice, to help their employees have a secure retirement, according...

MetLife is expanding its workplace financial and retirement educational programs with a series of workshops covering an array of financial topics, known as PlanSmart.

I was in London for a few days last week. 

Lincoln Financial Group has introduced the Lincoln InStep participant education program, a suite of resources designed to help plan participants with retirement planning.

A new white paper assets that emotional responses are keeping those in and near retirement from accessing professional investment help.  

Retirement Investment Strategies has launched FinancialPlanStrategies.com to help those near and in retirement.

A UBS Survey found that a large majority of equity compensation participants feel strongly that a comprehensive understanding of their plan will help them reach a secure retirement....

Rest-of-Life Communications, a provider of workplace retirement education programs, has launched a free, Web-based guide designed to help workers address the daunting challenges of planning for a long...

Fidelity Investments announced two records set among Fidelity-administered 401(k) plans.

The Center for Retirement Research at Boston College has rolled out an initiative offering resources to help people make better financial decisions.

VALIC has launched an education campaign that caters to the specific financial and retirement planning needs of women.

Though employees are expected to take on more decision-making and financial responsibility for their employee benefits, employee education and communications have become a much lower priority for employers.

Newkirk has been acquired by DST Systems, Inc., a provider of technology and services to clients in financial services, health care and other industries. 

Mercer has launched “RetireTALK,” an online retirement planning and education platform for participants in its 401(k) retirement plans.

Despite improved finances overall, research from Financial Finesse shows only 15% of employees are confident they are on track to meet retirement goals.

Transamerica surveyed benefits directors and found that many believe their organizations do not do enough to help employees make critical decisions at the point of retirement.

The Securities and Exchange Commission is looking for input on the effectiveness of existing investor education efforts.