Tag: Education

A poll of 2,000 consumers in the United States finds more than four in 10 (42%) aren’t investing any assets for long-term savings or expenses in retirement.

The Financial Planning Association and LifeCare unveiled a partnership aimed at providing financial education to millions...

When choosing an adviser, consumers report placing high value on knowledge, including the type of advice an adviser provides, their education, and years of training.

Providing a matching contribution and access to an adviser were ranked by plan sponsors as the most important actions to encourage employees to save.

Now available on more than 20 retirement plan platforms, the Edge Collective Fund Series brings financial wellness services to plan participants directly through the investment menu.

A survey from Towers Watson reveals some emerging and growing trends in defined contribution plan design, investments, fees and communications.

PIEtech Inc. unveiled the new myMoneyGuide financial advice delivery solution, which provides streamlined investor education and one-on-one participant support.

Buck Consultants at Xerox announced the launch of SavIncent, an incentive-based financial wellness program.

Employees provided with financial education programs are less stressed, more prepared for retirement, and have better understanding of their finances, according to a report from the International Foundation...

The Principal Financial Group has introduced a personalized, at-a-glance retirement wellness scoring system for retirement plan participants.

The MFEA Star Awards program announced the first winners of the STAR Retirement Awards—a new awards category covering the retirement plan services marketplace.

Retirement plan participants subscribe to a variety of wrong ideas about retirement and their retirement plans, but there are ways to set them on the right track.

An Investment Company Institute (ICI) study finds a clear link between the savings goals of employees and the likelihood that they work for an employer that sponsors a...

Financial wellness programs can be a value add for advisers, especially when they help drive retirement readiness and address the roots of participant inactivity.

Workers in Generation Y want advice on budgeting, saving and how to manage student loan debt, says TIAA-CREF, but they aren’t necessarily eager for professional advice.

Nationwide announced enhanced retirement plan services to help advisers be more efficient.

Some subsets of Millennial investors are just as likely as their parents to seek professional financial advice, according to new research from Phoenix Marketing International.

Defined contribution (DC) plan sponsors are already adopting defined benefit (DB) best practices in plan design, but plans could benefit from more DB-like investing and communication.

For industry executives on one panel at the 2014 PLANADVISER National Conference, retirement plan sponsor and participant education is a three-part effort.