Tag: Advice

A survey shows Millennials are not quite as committed to saving for the long term compared to their Generation X and Baby Boomer counterparts.

The retirement services division for OneAmerica will work with personal finance broadcaster Peter Dunn to offer participants tips on retirement planning.

The investment options are unfamiliar to a third of plan participants and the wide variety of choices is confusing, which can mean an opportunity for education and advice.

Even with stronger earnings and savings rates than the general working population, an analysis from Fidelity Investments shows many physicians face the prospect of steeply reduced income in...

Financial professionals often suggest a 4% annual withdrawal rate for retired workers living off accumulated assets, but one service provider is pushing a more sophisticated approach.

Recordkeepers and other retirement plan service providers aren’t meeting client demand for online tools and reporting technologies shown to improve outcomes and ease administrative burdens.

A greater focus on participant outcomes and their own fiduciary responsibilities may be leading more plan sponsors to adopt managed accounts for their retirement plans.

Retirement investment services provider Franklin Templeton Investments launched a new program that supplies plan advisers with tools and support to help clients develop long-lasting income streams.

The United States narrowly holds its spot among the top 20 nations globally in its capacity to meet retirement security needs and expectations.

Retirement specialist advisers are more successful than other consulting segments at earning high client satisfaction ratings and increasing key retirement readiness metrics, new research shows.

During “America Saves Week,” plan advisers can help their plan sponsors turn up the savings to better prepare for retirement.

Banking and investment services provider Wells Fargo says it is expanding its efforts to support military personnel and veterans by offering a series of free online financial education...

Think people are either pre- or post-retirement? Think again. Before and after retirement is a spectrum of lifestyles and backgrounds, research says, and all types need specific messaging...

Plan sponsors should factor in the needs of Millennials when designing their company’s retirement plan, says a new paper.

The Principal Financial Group is issuing a 10% savings challenge to retirement plan participants and a new way to track progress through a Retirement Wellness Report.

Two updated employee retirement planning guides from the International Foundation of Employee Benefit Plans (IFEBP) offer retirement plan participants help with timing retirement and managing pension benefits.

Does your employee retirement education include information about carrying a mortgage into retirement?

The retirement industry has shifted its focus from accumulation to income in retirement, changing the way tools present readiness and income projection.

JHS Capital Advisors now offers Lincoln Trust Co.’s Model(k) plan solution for broker/dealers in the small and mid-sized 401(k) market.

It’s not just large pension funds that have concerns over rising interest rates and their impact on portfolio strategies—defined contribution plan advisers are apprehensive, too.