Tag: Education

There’s been a lot of talk coming from Washington of late about the need to have “an adult conversation” with the American people. 

Merrill Lynch hosted a Webcast this week called, “It’s Your Future: What Young Americans Need to Know About Retirement,” hosted by former ABC News anchor, Charles Gibson.  

Participants who have completed The Principal's interactive tool save an average of 39% more for retirement than those who have not used the tool, according to the firm.

One of the first things you learn in any kind of ERISA primer is that, as a fiduciary, you are expected to conduct yourself either as if...

A national survey found that more Americans are "very concerned" about the impact of the recession on their personal finances this year compared to last.  

For years, retirement education focused on the need to save; but as Baby Boomers are starting to reach retirement, they’ll have to turn that accumulation into a source...

Panelists at the Virtual PLANADVISER National Conference discussed ways advisers should reconnect with plan sponsors and sweep away some of the old cobwebs surrounding retirement plans. 

Small-business owners are slowly starting to realize that they can’t handle retirement planning on their own, according toE. Thomas Foster Jr., Vice President and National Spokesperson of The Hartford's...

Laying it all out on the table, PLANSPONSOR and PLANADVISER’s Editor-in-Chief, Nevin E. Adams, opened the first Virtual PLANADVISER National Conference (VPANC) by outlining the top 10 trends...

Over the past two years, the youngest generation in the workforce has become more engaged in learning about the benefits available to them, according to Unum.

The Center for a Secure Retirement (CSR) found that 51% of middle-income Americans (annual income between $25,000 and $75,000) have not been approached or contacted by a professional...

MassMutual's Retirement Services Division has created RetireSmart, a participant education program.

Witnesses appearing before the U.S. Senate Committee on Health, Education, Labor and Pensions (HELP) Thursday told lawmakers that while the retirement income sufficiency issue in the U.S. is...

Securian Retirement has introduced a “Compensation Calculator” for advisers, and a “Fiduciary Focus” guide for advisers to share with plan sponsor clients.  

Charles Schwab and AARP announced a partnership in which Schwab will provide select financial guidance services to AARP members.  

A white paper from the Principal Financial Group will help plan sponsors understand and comply with new fee disclosure rules. 

The Principal Financial Group upgraded its Web site for retirement plan participants.

An Aon Hewitt survey reveals that just 38% of employers are confident that workers are taking accountability for their financial future, down from 43% in 2010.

BNY Mellon Asset Servicing is adding a section on its Workbench platform to address the influx of industry rules and regulations.

If 2010 was not quite the return to “normal” we might have hoped, there was more than enough—both new and old—to draw the attention of plan sponsors.