Tag: Education

MetLife Resources entered into a partnership with Advised Assets Group, LLC (AAG), a registered investment adviser that delivers investment advisory services to defined contribution plan sponsors and plan...

AARP has revamped its retirement calculator “to enhance usability, but maintain accuracy in its results.”

The U.S. Department of Labor (DoL) and the American Institute of Certified Public Accountants (AICPA) have launched a Web site to help small businesses select a retirement plan...

Still River announced that its new software is being offered at a discount to NEA (National Education Association) members who are approaching retirement or who are already retired.

The Hartford Financial Services Group, Inc. launched a new educational program to encourage participation in defined contribution retirement plans, in recognition of national Save for Retirement Week

Last week, I got an early morning call from my daughter. 

I’ve long had an issue with weight scales, for the perhaps obvious reason that, these days, they frequently deliver a message I’d just as soon not receive.   

A new report finds that while many participants aren’t yet on track to meet their retirement savings goals, a combination of plan design changes and...

In a study released by Ameriprise Financial, “New Retirement Mindscape II,” researchers found that pre-retirees working with a financial adviser are taking many more steps to prepare for...

At the PLANADVISER National Conference, retirement plan advisers got to hear straight-talk from four plan sponsors about what they expect from their advisers.   

New York Life Retirement Plan Services has introduced a new participant program called MyLifeNow.

Manchester, New Hampshire-based TPA Retirement Alliance has launched SmartPlan Enterprise, an online participant education and communication system.

Newkirk has installed several enhancements to its participant investment information Web application.

SunTrust Banks, Inc. has introduced an interactive online Retirement Toolbox for businesses who choose SunTrust as their 401(k) plan provider.

Charles Schwab is expanding its “MoneyWise” program to Facebook, aiming to attract more Gen Y users.

A recent TD Bank survey examined the confidence levels of those with varying degrees of financial literacy. 

Baby Boomers and those in Generation Y may not see eye-to-eye on what “good music” is these days, but good financial advice is easier to agree on. 

A new survey finds continued expansion of participant-friendly plan features. 

A new education program from Transamerica gives advisers non-product specific guidance to help them educate their clients about Social Security, according to a recent announcement.