Tag: Education
Recordkeepers Focused on Improving Participant Financial Wellness
Focusing on financial wellness education is one of the past year’s most prominent trends in the digital retirement space, with 75% of RPM firms adding new financial wellness...
Americans Less Confident About Retirement Prospects
A large number of Americans are lagging behind in retirement savings, but adviser interaction and effective digital tools may reverse this trend.
Investment Products and Service Launches
Schwab Partners with eShares; and USAA Deploys Military Retirement Comparison Tool.
Guaranteed Income—Theoretically—a Popular Choice
Nonetheless, few people know where to find it, and many say their adviser doesn't bring it up.
Merit Financial Group Reveals Wellness Platform
The new worksite financial wellness platform provides customized education, coaching and participant monitoring.
Americans Falling Behind on Retirement Savings
Those who feel they are financially savvy do far better than those who do not.
Majority of Americans Vastly Underestimate Retirement Needs
Fidelity gauged people’s investment knowledge with an eight-question quiz.
A Mere 10% of Women Are Confident About Retirement
They continue to face several challenges, including lower pay than men.
Short Term Financial Wellness is Key to Retirement Planning
Even though retirement plan sponsors are seeing higher participation rates, several employees struggle with handling debt, budgets and savings, which is undermining retirement readiness.
Less Than Half of Savers Can State Their Net Worth
More than one-quarter feel they are not making any savings progress at all.
Employees Need More Help Feeling Financially Well
A study suggests progress on a variety of personal financial goals appears to have taken a negative turn in the past two years, including saving enough for retirement.
Addressing Longevity a Crucial Issue for DC Plan Sponsors
DC plan participants need education about how much they will need to fund a 20- to 30-year retirement, and plan sponsors need education about the role of annuities.
DOL Fiduciary Workshops Support Client Compliance
Speakers from the DOL will discuss basic fiduciary do’s and don’ts associated with operating an employer-sponsored retirement plan.
Financial Wellness Should Focus on Building Confidence
Confidence likely has more bearing than actual financial acumen on a worker’s ability to improve his or her financial situation, Mercer concludes from survey findings.
More Women Managing Their Family’s Finances
Women’s two top financial worries are running out of money in retirement and managing the rising costs of health insurance, and 30% of women have turned to a...
Couples More in Agreement About Daily Spending Than Retirement Saving
Couples need to set financial priorities, and access to advisers can help, says David Ray with TIAA.
Millennials Overconfident in Their Financial Knowledge
Less than a quarter know the basics about finances.
Divorced Couples Approaching Retirement Face Financial Risks
Three-quarters of divorced people in this age range don’t know enough about handling their personal finances.
Appo Group to Integrate Participant Communication
The new solution by Appo Group aims to cut costs and time by allowing users to create and manage multimedia communication materials through a single platform.