Client Service
Products
Products
Misperceptions About TDFs Giving Participants a False Sense of Security
Many think the funds are guaranteed, a study finds, so more education is needed.
Plan Advisers Have a Role to Play in Teaching Participants About Taxes in Retirement
Participants can make the right decisions about how to save and taking distributions in retirement when they understand taxation.
John Hancock Introduces Participant Online Learning Center
My Learning Center offers a financial wellness assessment, retirement calculators, webinar recordings, podcasts, videos, articles and other resources previously available in different areas of the participant website, all in one location.
Washington Financial Group Adds Educational Content to Website
WFG's website offers information on upcoming educational events, infographics, webinars and newsletters addressing key topics centered around retirement plans and wealth management.
Participants Need Education Before Setting a Retirement Draw Down Strategy
Education about how much income is needed, what expenses to expect and how to create an income stream are important, retirement industry experts say.