Travel Likely to See Upswing This Year
Most travelers have a favorite hotel brand, work alone in their hotel rooms and decry the lack of overhead compartment space on airplanes.
Tag: Retirement Plan Industry
Participant Disclosure Receives Scant Attention
Since the 404(a)(5) disclosure regulation went into effect in August, sources say they have seen little response from participants.
ICI: Retirement System Is a Success
The U.S. retirement system successfully provided adequate retirement resources and successive generations of retirees have been better off, ICI research found.
Website Links Personality to Retirement Planning
Personality plays a large role in the way people plan for retirement, Guardian Retirement Solutions contends.
How to Maximize Social Security
There are ways to prevent missing out on the full value of Social Security, a Prudential white paper illustrates.
To Auto-Enroll or Not to Auto-Enroll
“Auto-enrollment is very important to the future of 401(k)s,” contends J.J. McKinney, Retirement Strategies Inc.
Zero Tolerance for Failure Is Campaign Theme
Security Benefit Corp. launched “Failure Is Not an Option,” a retirement income campaign.
Retirement Income from Employer Plans Increasing
Retirees across all income groups are collecting more retirement income from employer-sponsored retirement plans than in the mid-1970s.
American Funds Introduces Multi-fund RK Tool
AmericanFunds rolled out a multi-fund version of its Recordkeeper Direct tool, with the goal of providing advisers more investment and pricing flexibility.
Access to Retirement Plans Varies in Private Sector
Nearly two-thirds of private-industry workers had access to some form of retirement plan, according to data from the U.S. Bureau of Labor Statistics (BLS).
NY Life Rolls Out Income Plus Variable Annuity
New York Life launched Income Plus, a variable annuity designed to meet the needs of pre-retiree Baby Boomers who seek a guaranteed future lifetime income stream amid volatile...
Putnam Investments Expands Sales Team
Nicki Green joined the firm’s adviser-sold defined contribution (DC) sales team.
SSgA Appoints Global COO
Greg Ehret will take on State Street Global Advisor’s newly created role of global chief operating officer.
Boomer Debt Threatens Retirement Savings
A study of Baby Boomer spending habits reveals many carry mortgage and other debts into their near-retirement years.
Kiplinger Releases Tool for Boomers
Kiplinger Washington Editors Inc. and Social Security Solutions launched a Web-based tool to help workers maximize benefits in retirement.
ING IM Launches "Opportunity" for Plan Advisers
A new program, The Opportunity to Articulate Your Value, is designed to help advisers address plan sponsors’ evolving needs.
Mesirow Offers Webinars About Fiduciary Landscape
Mesirow Financial’s Investment Strategies group is hosting a series of educational webinars titled “Fiduciary Responsibilities and Outsourcing Options.”
PenChecks Adds Midwest Regional Sales Director
PenChecks Inc. hired Ray Zittlow, AIF, as its Midwest regional sales director.
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Adviser Is Driver of Retirement Readiness
Working with a financial adviser is one of several steps participants can take to improve their readiness for retirement and become more confident in making financial decisions, according...