Tag: Education

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.

Arnerich Massena, Inc., a Portland, Oregon-based independent investment advisory firm, has published a paper examining participant behavior in retirement plans.

Unum has released a new series of educational videos to help Spanish-speaking customers learn about its employee benefits products and services.

When it comes to reading, most affluent seniors don’t want to snuggle up with a lengthy description of their investments, a new survey suggests.

Mercer said its recent effort with Synapses Inc., a provider of personalized 401(k) education, products, and services, indicates using targeted employee communications can achieve better plan results.

To help educate investors about the potential benefits of building a tax-diversified retirement portfolio, Fidelity is launching a "Tax-Smart Investing" seminar.

Schwab is making additional resources and tools available to investors, independent investment adviser clients, and 401(k) plan participants designed to help navigate Roth IRA conversion decisions.

Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said its new book, “Crossing the Sea,” helps its advisers illustrate the retirement journey to their clients.

BB&T Retirement Services has launched a redesigned Web site for defined contribution participants.

Bank of America Merrill Lynch is introducing a tool to its 401(k) plan sponsor clients designed to monitor and score the "financial wellness" of employees enrolled in their...

Financial education provider Financial Finesse reports that employees focused more on short-term financial concerns in 2009 than on long-term savings.

MassMutual's Retirement Services Division has announced plans to introduce its new RetireSmart participant statement later this year.

Wells Fargo & Company said it enhanced its online retirement site with interactive planning tools.