Tag: Education

Bank of America Merrill Lynch enhanced its Benefits Online site for participants with a new education center, home page redesign and mobile upgrades.

Working with an adviser and performing key retirement planning activities improve pre-retirees’ outlooks, a study suggests.

Millennials are motivated to save for retirement and would plan ahead if they knew more about their employer retirement benefit options, a study found.

Americans admit they are guilty of some bad financial habits, with not saving topping the list.

Over the past two years, defined contribution (DC) plan sponsors have taken small but significant steps to help participants improve their retirement readiness.

Retirement planning is the one financial issue in which all generations are most vulnerable, but for different reasons.

Plan sponsors are largely optimistic about fee disclosure regulations, but say they need help from advisers.

There is a long-term cost for employers for not helping employees prepare for retirement, said Matt Iverson, director of Boulevard R.

ING suggested six topics for advisers to address as part of a year-end plan review with plan sponsor clients.

The number of offerings in MetLife’s PlanSmart financial education program, a workplace-based series of financial education and planning workshops, has been expanded.

While a majority of Americans plan to retire by age 65, 36% are not actively contributing to a retirement plan.

Invesco Distributors Inc. unveiled a website that gives advisers a simple step-by-step approach to address the growing complexities of retirement planning with their clients.

Individual retirement account (IRA) assets reached $5 trillion in the first quarter of 2012, according to research from Cerulli Associates.

An EBRI report uncovers what age groups are most likely to miss their retirement savings goal and by how much.

High-net-worth investors are worried their portfolios will be negatively affected by tax code changes.

The LGBT community is concerned they may not be able to maintain their lifestyle in retirement and could outlive their savings.

Boulevard R’s Retiremap was developed to help employers and plan sponsors with retirement plan education.

ING U.S. is offering a new retirement income practice management program. 

Employers and employees face two main obstacles for retirement saving: tough economic times and ineffective education.

More than a third of Americans could live at or near poverty in retirement, according to Wells Fargo’s annual survey on retirement planning attitudes and behaviors.