Client Service January 7th, 2016 Client Motives Differ in Broad Financial Wellness Trend Driven both by employer paternalism and pragmatism, financial wellness programs are rapidly expanding among U.S. companies, according to Aon Hewitt.
Data & Research January 7th, 2016 Individuals Want Help with Current Financial Challenges A long-term financial plan must take into account financial bumps along the way.
Products January 7th, 2016 Fidelity Launches Personal Retirement Score On a scale of zero to 150, the score lets people know how well prepared they are for retirement.
Data & Research January 7th, 2016 Percentage Able to Afford Essentials in Retirement Rises Forty-five percent can meet these expenses, up from 38% two years ago, Fidelity says.
Products January 6th, 2016 CUNA Mutual Enhances Participant Website A new section for those older than 55 helps them shift into planning mode.
Client Service December 30th, 2015 10 Technological Developments of 2015 Mobile application development figured largely throughout the year.
Data & Research December 29th, 2015 What to Know About Women Plan Participants Women plan participants and investors face special challenges.
Client Service December 28th, 2015 Financial Wellness Programs Gain Traction Retirement plan advisers are beginning to consider financial literacy and wellness programs for plan participants.
Data & Research December 21st, 2015 Legacies Temper Boomer Retirement Spending Plans The ultimate insurance for some Baby Boomers might be a legacy, which is used to avoid running out of money in retirement.
Data & Research December 16th, 2015 Participants Under 35 Relying Less on Advisers A third of participants age 35 to 49 say they are planning to depend less on financial advisers in the years ahead.
Data & Research December 11th, 2015 Number of First-Time 401(k) Savers Jumped in 2015 First-time health savings account usage also increased nicely.
Data & Research December 10th, 2015 Millennial Optimism Shows a Few Cracks Despite financial burdens and other obstacles, Millennials want to use life experiences to pursue financial independence.
Data & Research December 10th, 2015 403(b) Plan Sponsors Could Use Help with Fiduciary Duties Many small 403(b) plan sponsors, especially, are not performing fiduciary responsibilities, a survey finds.
PANC 2015 PLANADVISER National Conference Value First: Enhancing your profitability and service offering
servicing strategies Don’t Leave Them Stranded Helping highly compensated employees maximize their retirement saving
Client Service December 9th, 2015 Retirement Planning Is Relative, But Inflection Points Do Matter Part of what makes universal retirement planning advice hard to apply is that consumption datasets are inherently noisy, and “savings is the flip side of consumption.”
Editor’s Letter The Downside It is important to educate participants about a well-diversified portfolio, to protect them in various market environments.
intro A Look Back at 2015 When you think back on 2015 and what happened in the retirement plan industry, what will come to mind?