Tag: Education

As it turns out, expecting the unexpected doesn't necessarily turn out as one might expect. 

Turns out that when it comes to pet names, the answer to that question is puns, pop culture references - and a little bit of...

More than half of 401(k) retirement savings plan participants report that their plan has become more important to them since the financial crisis of 2008. 

A new study suggests that many providers are effectively ignoring their own counsel about targeting products, messaging, and communication approaches to distinct demographic segments. 

In spite of stock market rebounds and emerging signs of recovery in various economic indicators, wealthy investors have apparently decided to exercise caution.

Charles Schwab has announced a new educational campaign to help young adults facing “financial firsts” as they graduate, start working and begin living on their...

OppenheimerFunds Retirement Services announced new tools to help plan sponsors and financial advisers "navigate the changing regulatory landscape."

 Retirement Strategies, Inc. (RSI), will offer vWise Inc.’s SmartPlan Enterprise solution for its Defined Contribution Investment Only (DCIO) partners.

PenChecks, Inc.'s new Web site is designed to make it easier for retirement plan providers, plan advisers, third-party administrators (TPAs), and plan sponsors to find information about complex...

Synapses Inc., a provider of 401(k) education, products, and services, is supplying its Sponsor Profile tool to Madison, Wisconsin-based CUNA Mutual Group for use with CUNA’s 401(k) clients.

MG Advisory Services, LLC, a subsidiary of Matrix Financial Solutions, Inc., will add vWise Inc’s SmartPlan Advisor, a communication and education solution, to its platform.

Here’s a question to ask your plan sponsor clients: “Why do you offer a 401(k) plan?”

Mercer has launched an online retirement planning education campaign for participants in 401(k) plans it administers.

The Principal Financial Group said its new Participant Education Planning Tool gives financial professionals access to a library of education plans and materials and the flexibility to build...

There is a “common wisdom” in our business that suggests that all plan sponsors are, more or less, alike.

Seventy-seven percent of employees said financial advice and guidance programs would improve their productivity in the workplace, according to MetLife’s 8th annual Employee Benefits Trends Study.

The Insured Retirement Institute (IRI) said its new Retirement Pyramid can help financial advisers explain what clients need to have “a healthy and vital financial future.”

The Retirement Services division of American United Life Insurance Company (AUL ), a OneAmerica company,  has launched St. Louis-based R.T. Jones Capital Equities Management, Inc.’s ARTESYS management account...

Financial advisers who help clients to understand the impact of the markets have more satisfied clients, a recent survey suggested.