LPL Teams with Ascensus
Ascensus has partnered with LPL Financial LLC to provide access to its Worksite Financial Solutions platform for LPL plans and plan participants
Tag: Education
Newport Re-Launches Participant Site
The Newport Group released the all-new plandestination.com.
Younger Employees Need More Attention
More attention needs to be paid to younger employees when it comes to investing for retirement, according to a new study from Hearts & Wallets, LLC.
SunGard Unveils a Tool for Safe Spending
SunGard’s MyRetirement income calculator now gives defined contribution plan participants the ability to determine sustainable spending amounts throughout retirement.
Many Lack Confidence to Manage Retirement Savings
Most employees accept responsibility for financing retirement and rely on 401(k)s to get there, but many lack confidence in their ability to manage their retirement accounts effectively.
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Retirement Reality
Americans’ lack of foresight on 401(k) savings—and what advisers can do to ramp it up
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What You Need to Know About … Postagrams
Although social media and applications (apps) may still have some compliance hiccups in the adviser world, they can be useful marketing tools to grow your business.
Safe Harbor is Topic of Lifetime Income Comments
A number of organizations have commented on the proposal by the U.S Department of Labor (DOL) on providing participants with lifetime income illustrations.
Pentegra Enhances Participant Education Campaign
Pentegra Retirement Services introduced new features to its “Building Blocks for Retirement” campaign.
Lifetime Income Illustrations Should Be Mandated
The Institutional Retirement Income Council submitted a letter to the Department of Labor, recommending that lifetime income illustrations and projections be mandated on participant statements.
Newport Introduces Retirement Readiness Program
The Newport Group introduced a program that allows employers and employees to set retirement-related goals.
Income Projections Need More Flexibility
Putnam Investments has a few recommendations for the Department of Labor (DOL) about lifetime income illustrations on benefit statements.
Mobile App Projects Retirement Outlook
Transamerica Retirement Solutions has launched a mobile application, the Retirement Outlook Estimator.
Is Your Retirement Seminar Really Helping?
An analysis of pre-retirement planning programs offered by five large employers showed they improved financial and pension literacy and changed employees’ reported retirement plans.
Council Requests Guidance on DOMA Changes
The American Benefits Council has requested guidance about how the ruling on the Defense of Marriage Act (DOMA) will affect health and retirement plans.
SunTrust Adds Employee Income Projection Tools
SunTrust Banks, Inc. has added retirement income projection tools to its institutional 401(k) offerings.
Vanguard Offers Interactive Tools for Participants
Vanguard is offering retirement plan participants interactive graphics to help them make key decisions.
Investment Menu Simplification on Sponsors' To-Do Lists
More retirement plan sponsors are looking to simplify their plans' investment menus.