Tag: Education

Financial services firms are making adviser education a priority and expanding the scope of retirement goals, a survey found.

Practice management seminars and informational materials are among the supports The Hartford rolled out for advisers to explain 401(k)...

Financial education improves plan participants’ knowledge and awareness about saving for retirement. 

Employees across the United States are willing to save more for retirement and report that there is room in their budgets to do so.

Plan sponsors should avoid using “jargon” investment language that some participants do not understand, even terms that would seem to be common knowledge, such as “equity.”

A sometimes-overlooked option for retirement income in defined contribution (DC) plans can help keep participants from outliving their retirement savings, sources said.

The Hartford released a tool that permits savers to set savings and income goals, track their progress and integrate other financial sources.

Employees who have one-on-one sessions with retirement professionals more likely participate in retirement plans and save more than those who do not.

 Pentegra Retirement Services introduced an online education tool for plan sponsors and participants.   

Diversified has released a white paper about improving retirement plan enrollment. 

Allianz Life Insurance Company of North America created a planning tool to give investors and advisers a “framework for a retirement income strategy.” 

 Beware of the money trolls, creatures that portray setbacks to saving for retirement in a new Facebook game. 

 Only half the clients of advisers surveyed have realistic expectations about the amount of income their investments will provide in retirement, Russell Investments found.  

Distinguishing between education and advice is among the most difficult issues when updating the definition of fiduciary, according to a Department of Labor (DOL) official.

Workers are making progress in closing the gap between the money they’ll need in retirement and what they are on track to accumulate.

At the 2012 PLANSPONSOR National Conference, plan sponsor panelists shared their retirement plan success tactics, such as mandatory enrollment meetings and personalized communication.  

National Retirement Planning Week 2012, which takes place Monday through Friday, will focus on Social Security and Baby Boomers' retirement readiness.