Tag: Advice

In 2013, 19.7% of employees indicated they were on track to meet their income-replacement goal in retirement, up from 17.4% in 2012 and 16.6% in 2011, according to...

The combined challenges of saving for retirement, paying for health care and keeping financial information safe online have many Americans worried, according to the COUNTRY Financial Security Index.

Higher education institutions that offer a 403(b) or Roth 403(b) plan are adopting practices that lead to a greater focus on participants’ retirement readiness, a survey finds.

Lincoln Financial Group is providing educational materials for plan sponsors to use in connection with National Save for Retirement Week.

Higher education institutions are continuing to improve their retirement programs, a survey finds.

Three in five U.S. households say retirement planning, including the determination of how much to save for retirement, is more difficult in 2014 than in the past.

The results of Fidelity’s “Millennial Money Study” show one in four Millennials trust no one when it comes to financial advice.

Retirement plan participants subscribe to a variety of wrong ideas about retirement and their retirement plans, but there are ways to set them on the right track.

LPL Financial LLC is expanding its Worksite Financial Solutions platform to include workshops and webcasts developed and delivered by Financial Finesse’s team of financial planners.

Retirement investors are, for the most part, willing to sacrifice some overall returns to secure more predictable portfolio outcomes, according to Natixis Global Asset Management.

Some subsets of Millennial investors are just as likely as their parents to seek professional financial advice, according to new research from Phoenix Marketing International.

To let them choose or not to let them choose; that is the plan sponsor’s dilemma when it comes to participants and retirement plan investment options.

For industry executives on one panel at the 2014 PLANADVISER National Conference, retirement plan sponsor and participant education is a three-part effort.

Retirement specialist advisers used to sell the idea of getting participants engaged, getting them to allocate their savings appropriately—but today advisers must take a different approach.

The value of delivering advice to participants is not in question, but participants remain fuzzy on what the advice means, and the difference between advice and education, said panelists at...

Respondents to a survey identified health as the most important factor for a happy retirement, and health care costs as their biggest concern, highlighting the need to consider...

National broker/dealer Securities America has partnered with Medicare BackOffice to deliver licensed Medicare advice to individuals within the retirement planning context.

The emergence of digital technology and increasingly connected investors has the potential to unsettle the dynamics of the financial advice industry, according to a Celent report. 

An individual departing the workforce today will see out-of-pocket health care costs grow 7% annually throughout retirement, an analysis from J.P. Morgan Asset Management suggests.

The retirement plan world of 1974, when the Employee Retirement Income Security Act was passed, is almost unrecognizable to the one we live in.