Tag: Advice

The average participant in the U.S. defined contribution (DC) retirement system is 43 years old and has saved $91,000, according to an industry benchmark report.

Client demand is increasing for “face-to-face” financial advising through video chat services, from Skype to FaceTime.

While Millennials are very focused on retirement-related issues, these employees still need to create a strategy for long-term retirement success, according to a survey from the Transamerica Center...

Two in five retirement plan participants polled said employers should give employees “a slight nudge” in encouraging them to save for retirement.

Military members have significant financial concerns and seek protection from potential abuse, according to a recent survey by The National Foundation for Credit Counseling (NFCC).

Fidelity Investments has launched an initiative to help employers evaluate and improve the retirement readiness of their employees.

Michael Welz has been promoted to president and chief investment officer of USI Advisors, Inc., a subsidiary of USI Consulting Group.

Defined contribution retirement plan sponsors in the health care industry are becoming more proactive in their efforts to help employees adequately prepare for retirement.

A majority of Americans lack confidence in their ability to manage personal financial issues, with more than a quarter (26%) wishing they didn’t have to deal with finance...

Employees who improve their financial knowledge have a better chance of improving the investment returns on their retirement accounts, a paper published by the National Bureau of Economic...

Women are more likely than men to be concerned about risks related to longevity during the approach to retirement, according to a LIMRA Secure Retirement Institute survey of...

Nearly one in four investors say they aren’t sure why they haven’t sought professional financial advice, a survey shows, and an equal number feel advice is too expensive.

With some exceptions, sponsors of 403(b) retirement plans, especially school systems, have problems getting employees to participate in the plans.

Pam Popp will join Lockton as president of retirement services operation, effective September 2.

Registered investment advisory firm Redhawk Wealth Advisors has partnered with online investment advice provider Jemstep to deliver digital investment advice solutions under the Redhawk Online Advisor brand.

One lesson Stuart Ritter, of T. Rowe Price Investment Services, strives to impress on the public is that $25,000 saved and $25,000 borrowed are far from equivalent.

Generations X and Y K-12 educators would prefer to learn about financial planning issues at work, and there are certain areas in which they need more education, a...

More than eight in 10 Americans (83%) are optimistic about their financial future, says a new survey from Lincoln Financial Group.

Women are narrowing the gap between their financial literacy and that of their male counterparts, Financial Finesse finds.

J.P. Morgan Retirement Link, the firm’s retirement plan administration solution for small and mid-size employers, has gone mobile with a new iPhone and Android application.