Tag: Post Retirement

Firm Rolls out Web Site for Pre-Retirees

Convergent Retirement Plan Solutions, LLC, has launched Learning to Retire, an interactive, online learning application designed to help educate near-retirees about the upcoming transition.

Providers Unsuccessful at Retaining DC Plan Assets

Despite the increased focus on the need to capture Baby Boomers’ assets post-retirement, defined contribution plan service providers are largely unsuccessful at retaining participant assets after retirement, according to research from the Diversified Services Group (DSG).