Tag: Education/Advice

Products | January 6th, 2011

Vanguard Offers Pre-Retirees Access to Certified Financial Planner

January 6, 2011 (PLANSPONSOR.com) - In retirement plans that offer Vanguard Financial Planning Services, participants nearing retirement now have free...

Reader Responses | January 6th, 2011

SURVEY SAYS: Have You Made a FICA Inspired Participation Push?

January 6, 2011 (PLANSPONSOR.com) - This week, I also asked readers if they had/were planning to make...

Reader Responses | January 6th, 2011

SURVEY SAYS: What Will You Do With FICA "Savings?"

January 6, 2011 (PLANSPONSOR.com) - Courtesy of that tax compromise bill signed into law last month, everybody who pays into...

Benefits | January 5th, 2011

A “New” Savings Approach for Participants

January 5, 2011 (PLANSPONSOR.com) – I got an interesting email yesterday from a plan sponsor about a...

Benefits | December 31st, 2010

Memorial Health Halts 401(k) Match

December 31, 2010 (PLANSPONSOR.com) - Memorial Health will suspend its matching contributions to employees’ retirement accounts for...

Opinions | December 21st, 2010

IMHO: Naughty or Nice?

December 21, 2010 (PLANSPONSOR.com) - A few years back—when my kids still believed in the reality of Santa...

Opinions | December 16th, 2010

IMHO: The Measure of the Plan

December 16, 2010 (PLANSPONSOR.com) - Not so long ago plan sponsors gauged the success of their defined contribution offerings by...

Benefits | December 2nd, 2010

Robbing Peter to Pay Paul?

December 1, 2010 (PLANSPONSOR.com) - Loan programs typically are positioned as an opportunity for participants to borrow from...

Reader Responses | December 2nd, 2010

SURVEY SAYS: How Can You Stop Participants Taking 401(k) Loans to Pay Bills?

December 2, 2010 (PLANSPONSOR.com) - A reader recently asked if I (or any of our other readers)...

Products | December 1st, 2010

Principal Announces Mobile Retirement Apps

December 1, 2010 (PLANSPONSOR.com) – The Principal Financial Group has introduced several mobile planning tools and applications for retirement plan...

Benefits | November 22nd, 2010

Stress Still High, But Workers Taking a Longer View

November 22, 2010 (PLANSPONSOR.com) – When it comes to their financial situation, workers seem to be taking...

Benefits | November 18th, 2010

Retirement Plan Participation Dips, But…

November 18, 2010 (PLANSPONSOR.com) – A new report suggests that workplace retirement plan participation is down, but...

Administration | November 18th, 2010

Are You Due for a Provider Check-up?

November 18, 2010 (PLANSPONSOR.com) - Asked how often they formally evaluated their DC provider, larger programs were...

Opinions | November 16th, 2010

IMHO: “Sure” Things

November 16, 2010 (PLANSPONSOR.com) - In a very real sense, this has been a “rebuilding” year for many plan...

Administration | November 16th, 2010

What Plan Sponsors Want From Advisers

November 16, 2010 (PLANSPONSOR.com) - Relying on a financial adviser outside the plan was the preference for...

Benefits | November 15th, 2010

A Rebuilding Year for DC Plans?

November 15, 2010 (PLANSPONSOR.com) - Just a year after a number of high-profile employers chose to suspend...

Products | November 11th, 2010

USAA Selects Advice Solution

November 11, 2010 (PLANSPONSOR.com) - Fiserv, Inc. announced that USAA selected AdviceAmerica technology, recently acquired by Fiserv, to provide its...

Benefits | November 10th, 2010

Survey Unveils Adviser Opportunities with Gen X/Y

November 10, 2010 (PLANSPONSOR.com) - More than one-third (36%) of Generation X and Y (Gen X/Y) investors surveyed by MFS...

Administration | November 9th, 2010

Americans Want More Financial Education

November 9, 2010 (PLANSPONSOR.com) - More than two out of three Americans surveyed received a failing grade on a quiz...

Products | November 8th, 2010

Nationwide Unveils Retirement Planner

November 8, 2010 (PLANSPONSOR.com) - Plan advisers and sponsors can help participants taking an in-depth look at their retirement situation...