Data & Research September 16th, 2015 Employees Want Custom Benefits Communication A disconnect between what workers want and what employers provide in tailored benefits communications.
Products September 11th, 2015 Robo-Adviser Offers Integrated Recordkeeping and Advice Platform Betterment founder and CEO Jon Stein tells PLANADVISER Betterment for Business is the only full-service platform providing recordkeeping and advice.
Compliance September 10th, 2015 Legislators Hear Arguments About Fiduciary Reform Hearings before two House Financial Services subcommittees add more commentary to the debate about the DOL's proposed fiduciary rule.
Data & Research September 8th, 2015 Women in More Urgent Need of Savings Help than Men An analysis found a 26% gap in the shortfall between men’s and women's retirement savings.
Client Service September 4th, 2015 New School Year: Time to Educate Educators About Saving The beginning of the school year is a time for retirement plan advisers to start new relationships and keep existing employees on track.
Client Service September 3rd, 2015 Should Education Have Its Own Policy Statement? Retirement plans need a strategy for education, but an actual policy statement may not be needed, experts say.
Data & Research September 3rd, 2015 Half of American Workers Lack a Plan for Retirement And 40% say they feel they are ill prepared for retirement because of inadequate savings.
Products August 31st, 2015 Annual 401(k) Day Highlights Financial Wellness Opportunity The PSCA has made available educational resources for retirement plan participants.
Data & Research August 26th, 2015 Retirement Readiness Still Dogs Employers Nearly four in ten employers surveyed say fewer than half their workers are financially equipped to meet retirement head-on.
Data & Research August 26th, 2015 People More Concerned About Retirement Than Health Participants view their 401(k) as an essential workplace benefit.
Data & Research August 25th, 2015 Putting Social Security in a Value Proposition Pre-retirees want to know about Social Security—and they say they’ll switch advisers if necessary.
Data & Research August 25th, 2015 Volatility, Delivering Yield Top of Mind for Advisers Eighty-seven percent of advisers say their clients are leery of equities.
Products August 24th, 2015 MetLife Offers Retirement Planning Resources for Teachers The “MetLife 3 R’s to Retirement” campaign and website offer resources and guidance to public school district employees.
Data & Research August 20th, 2015 More Participants Find Retirement Plan Provider Resources Helpful A survey shows a significant jump in retirement plan participants’ perception of the helpfulness of provider resources for retirement planning, investing and saving.
Data & Research August 20th, 2015 Plan Participants Prefer One-on-One Advice to Group Sessions They also want personal guidance during enrollment.
Data & Research August 17th, 2015 Many Workers Wish They Had Started Saving Earlier The majority are open to automatic enrollment and escalation.
Products August 11th, 2015 Transamerica Launches Financial Educators Academy The program enables people to become Certified Financial Education Instructors.
Data & Research August 11th, 2015 Ease of DC Plan Use Drives Employee Engagement The median savings rate for non-highly compensated employees increases to 5.9%.
Compliance August 10th, 2015 Fiduciary Rule Hearings Kick Off in Washington There is perhaps no better venue than a marathon Labor Department hearing to show what practices and beliefs most divide an industry.
Data & Research August 7th, 2015 African Americans Continue to Grow in Affluence However, many are not taking advantage of financial and investment tools, a Prudential study finds.