Tag: Education

The Newport Group has created a new section on its Web site called “My Forecast,” dedicated to helping participants weigh their retirement income options.  

The Financial Industry Regulatory Authority (FINRA) selected Gerri Walsh to be President of the FINRA Investor Education Foundation and head of FINRA's Investor Education division. 

A few weeks back, I offered some notions about what the next five years will bring in terms of industry trends.

Since 2010, the use of technology for investment information has risen dramatically, according to a survey by Hearts & Wallets.

George Fraser, head of The Fraser Group at Morgan Stanley Smith Barney, and Fraser Group advisers, Frederic Amberg and Troy Haugen, are joining LPL’s Retirement Benefits Group (RBG). ...

GuidedChoice has launched Retirement Readiness, a solution that allows retirement plan participants to see how prepared they are for retirement and helps them take action to improve their...

Fifth Third Bank announced changes to its retirement planning site in response to feedback it collected through surveys, focus groups, and other interactions with its 401(k) clients.

The Profit Sharing/401(k) Council of America (PSCA) has released a three-course 401(k) Day campaign that encourages employers to promote the benefits of saving for retirement year-round.

It’s been a stressful week—and it’s not over yet.   

American United Life Insurance Company (AUL), a OneAmerica company, selected Benjamin Herrera as director of national retirement education for retirement services.

John Hancock Retirement Plan Services (RPS) has introduced the John Hancock Education Resource Center.

Group benefits provider Mutual of Omaha has rolled out its Employee Benefits Information Center.

Prudential Retirement has launched Experience Prudential Retirement, a program for financial advisers and plan consultants to create customized marketing Web sites for prospects and clients.

The year we began publishing PLANADVISER was a big year in many ways for me.  

The results of the 12th Annual Transamerica Retirement Survey reveal employer confidence is rising and it appears to be translating into a renewed commitment to retirement benefits for...

Financial Benefits Network (FBN) has launched a benefits resource portal that provides employers and employees access to corporate benefit information and personal finance educational materials.

Based on a nationwide survey of more than 3,000 working adults, Putnam Investments has debunked several perceptions about American’s level of retirement readiness.  

This past week, my son graduated from high school.   

The ING Foundation has developed a program that offers girls practical, hands-on investing experience, and allows them to use their gains towards paying for college.

In a Bank of America (BofA) Merrill Lynch Webcast focused on women and retirement, the idea was broached that women simply need to save more money than men...