Tag: Education
intro
Tracking Records
This issue we focus on performance: adviser performance, investment performance, and plan performance.
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
investment-oriented
Who Needs an Adviser?
Picking the best solutions—even the best automatic solutions—still requires expertise
Newkirk Releases Retirement Readiness Package
Albany, New York-based Newkirk, a retirement plan communications provider, has unveiled a suite of retirement readiness communications and reports.
IMHO: Goal Lines
Heading into Super Bowl weekend, a new report focused attention on another “contest.”
Personalized Communication Helps Participants Maintain Savings Rate
Securian said participants who received a personalized Annual Checkup on their quarterly statements measuring the adequacy of their deferral rates are setting aside the same amount or more...
Researchers Claim Success at Targeting Retirement Participants
Researchers studying how best to get women and low-income workers to save for retirement were able to achieve a 56% enrollment hike among their target audience at Dartmouth...
Freedom One Adds vWise SmartPlan to Platform
Freedom One Financial Group has added vWise SmartPlan Enterprise to its education and communication service offering to plan participants.
IMHO: Goals Oriented
As the New Year begins, we are often of a mind to think about making a fresh start.
IMHO: Naughty or Nice?
A few years back—when my kids still believed in the reality of Santa Claus—we discovered an ingenious Web site that purported to offer a real-time assessment...
MassMutual Participant Engagement Platform Coming in 2010
MassMutual's Retirement Services Division has announced plans to introduce its new RetireSmart participant engagement platform in the second quarter of 2010.
TIAA-CREF Launches iPhone App
TIAA-CREF is the latest financial firm to offer an application for the iPhone.
IMHO: Holding Patterns
In one of the more challenging economic years in memory, it is not surprising that the pace of change set in motion in defined contribution plans by the...
ING Bolsters Multicultural Sales Efforts
ING said it has added staff to further the company’s multicultural sales efforts, particularly in its retirement services business.
Most Sponsors Kept Up Contributions during Downturn
More than three-fourths of surveyed plan sponsors of a defined contribution plan continued their matching company contributions during the economic downturn.
NextStep Adds vWise Education Video to Platform
NextStep Defined Contribution, Inc., has agreed to add the SmartPlan Enterprise interactive-video retirement planning system from vWise, Inc., to the NextStep participant education offering.
Bill Would Require Disclosure of Participants' Expected Retirement Income
A new bill aims to inform participants of how their account balances translate into actual income in retirement.
Variety is Valuable When Communicating about Benefits
Employees who rate their benefits communications as ‘highly effective’ reported having access to a wider range of communication options, from group meetings to e-mail messages to videos, according...