learner's permit
What You Need to Know About … PowerPoint Presentations
Few things are worse in a business meeting than a boring PowerPoint presentation (except maybe stale bagels).
Tag: Education
noteworthy
The Moment of Truth
The 408(b)(2) fee disclosure rule is a tremendous opportunity for advisers
Retirement Witnesses Share What Works
Witnesses testifying before a senate committee shared the initiatives that are working and need to continue or grow to help workers save for retirement.
Gens X and Y Need to Make Retirement a Priority
Generation X and Generation Y consumers in the U.S. need convincing that saving for retirement should be a financial priority, a survey indicates.
Despite Lack of Savings, Some Are Still Hopeful
There is a disconnect between the saving habits of some consumers and their rosy retirement forecasts, a poll found.
Parents Play Vital Role in Financial Education
A majority of retirement plan participants who responded to a recent survey said they learned about finances from their parents.
Gen X, Y Prefer Interactive Retirement Tools
Companies should address retirement plan communication preferences of the “digital” generations.
Employers Making Readiness a Top Priority
More companies are making the financial wellness of their work force a priority in 2013, according to an Aon Hewitt survey.
CFA Institute Offers Education Program
CFA Institute launched an education program, the Claritas Investment Certificate.
Behavioral Economics Can Educate Employees
Plan sponsors can use behavioral economics to educate employees about saving for retirement.
BofA Sees Continued Increase in Enrollment
Employers are increasingly using 401(k) plan design strategies to simplify plan participant decision-making around enrollment, contributions and investing, a survey found.
retirement income
Steady Stream: 2012 Retirement Income Buyer’s Guide
Retirement income products attempt to give investors a retirement salary
Diversified Unveils Enhanced Participant Website
Diversified’s newly enhanced website, retire.divinvest.com, aims to improve defined contribution (DC) participant outcomes.
Financial Fitness Still Second String
Most Americans are still more likely to consult a personal trainer than financial adviser, Allianz reports.
learner's permit
What You Need to Know About … Mobile Strategies
The mobile age is here to stay, and people are using smartphones and tablets more than ever to search the Web, download applications, read emails and research financial...
servicing strategies
Bylaws of a 401(k) Administrative Committee
A plan sponsor’s administrative committee needs to abide by written bylaws, according to a white paper from RidgeWorth Investments of Atlanta, titled “The Best Practices of Retirement Plan...
servicing strategies
Running the Show
Six essential responsibilities of a plan administrative committee