Tag: Education

A new study in three countries found that sending a simple text message can remind individuals to save.

Third party administrator (TPA) Sentinel Financial Group will be installing vWise SmartPlan Enterprise onto its SunGard Relius platform January 1.

A new survey from J.P. Morgan finds 401(k) participants embrace the responsibility of controlling their retirement savings, but without confidence to succeed.

The Securities and Exchange Commission (SEC) today launched an investor education Web site that provides investors with in-depth information and "top tips" on how to invest wisely, plan...

Newkirk announced the availability of a plan communications solution designed both to lower provider costs and to satisfy more demanding notice and educational requirements.

A Vanguard Group study finds only 13% of respondents strongly agree with the view that their retirement had been permanently impaired by the past year's market decline.

The Retirement Security Coalition has unveiled a Web site designed to serve as a portal to information on the Web about saving for retirement.

Most young adults think they'll need to be millionaires before they retire, according to a new poll by the Northwestern Mutual Foundation's financial literacy Web site, Themint.org.

Recently, Time magazine ran a story called “Why It's Time to Retire the 401(k).”

One silver lining to the recession could be that Americans take more interest in their finances, a new survey suggests.

I am admittedly something of a pension (and regulatory) geek, but when the SunAmerica Opinion was published (December 2001), it was clear that something big had...

The asset allocation of target-date funds has been a hotly debated topic, especially as the financial crisis has put them under the microscope.

Before advisers or financial institutions, Millennials turn to their parents and friends for financial information.

Retirement plan education delivery is moving away from the vendor—representing a big opportunity for plan advisers, noted panelists at the PLANADVISER National Conference.

Financial Communications, a division of McGraw-Hill Professional and a provider of retirement communication solutions, has launched a new version of its enrollment kit.

The Hartford has released a new package of educational materials designed to help advisers teach clients about the finer points of fixed-income diversification.

When it comes to employee benefit plans, there’s a new sheriff in town. 

A new report from The Principal suggests that actively sponsored non-profit plans, including 403(b) plans, are achieving the same level of success as their for-profit counterparts.

A new study shows that most workers do not understand their retirement savings plans as well as other employer-provided benefits.