Retirement/Education/Personal Finance

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  • 5 factors to help employees target their retirement savings goals

    August 28, 2014

    With such a wide range of opinions about how much money employees need to save for retirement – estimates vary from eight to 25 times final pay – it can be hard for participants to know what to aim for.


  • Gender gap in financial literacy shrinks, work remains on retirement planning

    August 27, 2014

    Just like the gender gap in pay, there’s a gender gap in financial literacy, which includes knowledge of investing, retirement planning, saving, real estate, insurance and tax planning. Although the gap is narrowing, advisers can provide the educational tools needed — particularly in retirement preparedness — to catch women up to men.


  • Investors increasingly turning to advisers for help with retirement

    August 26, 2014

    Employees and other investors are increasingly looking to advisers for help with retirement investment advice and strategies, new research shows.


  • DOL seeks input on 401(k) brokerage windows

    August 25, 2014

    The Department of Labor is evaluating the use of brokerage windows in 401(k) plans and is offering employers, benefit advisers, and other stakeholders an opportunity to weigh in on the subject.


  • HighTower adds 401(k) practice

    August 20, 2014

    HighTower has recruited newly formed 401(k) practice Fiduciary Plan Advisors to its network platform.


  • The retirement readiness battle: Baby boomers vs. Gen X

    August 20, 2014

    When they leave the workforce, Generation X may be in a similar, not worse, retirement situation than baby boomers given their access to automatic enrollment in defined contribution plans and the growth of their future plan contributions, according to the Employee Benefit Research Institute.


  • What plan sponsors need to know about money market fund changes

    August 19, 2014

    The U.S. Securities and Exchange Commission recently adopted amendments to the rules that govern money market mutual funds. Two of the changes could affect how you manage your 401(k) plan.


  • What should retirement plan services cost?

    August 19, 2014

    Commentary: When the discussion about retirement plan costs focuses too heavily on fees, Blogger Aaron Friedman says it's up to advisers to demonstrate the value employers receive in return for the price they pay.


  • Revisiting missed or late retirement plan deposits

    August 15, 2014

    Commentary: Retirement specialist John Ludwig reviews the consequences of an employer’s failure to make timely deposits to a participant’s retirement account.


  • Urgent need exists for employee education about retirement plan contributions

    August 14, 2014

    Although Americans remain concerned about retirement readiness, new research shows many employees have never increased their retirement plan contributions, unveiling a need for better engagement and education on the part of employers and their advisers.


  • 5 reasons to reconsider active management

    August 12, 2014

    We all know how markets have traded most of the time since the 2008 crash. One day everything is moving up in value, the next everything is falling. But things are changing.


  • How diverse savings goals eat away at retirement plan participation

    August 7, 2014

    Millennials, Gen Xers and single parents have different savings goals in mind that will require benefit advisers and employers hoping to increase retirement plan participation to target the needs of these differing employee populations.


  • Despite recession, target-date funds aid retirement plan growth

    August 5, 2014

    The expanded role of target-date funds has contributed to increased participation in 401(k) plans, highlighting a retirement plan strategy benefit advisers should be sharing with their employer clients.


  • How IRAs can help employees prepare for retirement

    July 30, 2014

    As employers try to figure out how best to prepare their workforces for retirement, experts in the benefits and investment industries recommend that an individual retirement account – either the traditional or Roth version – can be a good complement or standalone option for an employee’s retirement path.


  • Multinational employers trending toward DC retirement plans

    July 29, 2014

    Globally, defined-benefit retirement plans are becoming a thing of the past and defined-contribution plans more widely accepted as the preferred alternative, a trend that could spur inquiries from international employer clients.



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