Tag: Education/Advice

Products | June 7th, 2010

Retirement Strategies Offers vWise SmartPlan to DCIO Partners

June 7, 2010 (PLANSPONSOR.com) - vWise Inc. announced that Retirement Strategies, Inc. (RSI) has chosen SmartPlan Enterprise solution to enhance...

Benefits | May 6th, 2010

Industry Groups Warn DoL not to Regulate “Generally Accepted Investment Theories”

May 6, 2010 (PLANSPONSOR.com) - The ERISA Industry Committee (ERIC), in coordination with the U.S. Chamber of Commerce (the Chamber)...

Opinions | May 6th, 2010

IMHO: Why Bother?

May 06, 2010 (PLANSPONSOR.com) - Here’s a question to ask yourself: “Why do you offer a 401(k) plan?”

Benefits | May 5th, 2010

ASPPA: No Government-Sanctioned Investment Theory

May 5, 2010 (PLANSPONSOR.com) – In comments to the U.S. Department of Labor (DoL) regarding its proposed investment advice rule,...

Products | May 3rd, 2010

ICMA-RC Unveils Education Site for Gen Y Workers

May 3, 2010 (PLANSPONSOR.com) – ICMA-RC has launched a financial education social media Web site as a resource for Generation...

Benefits | April 30th, 2010

Survey Suggests Gaps in Plan Sponsor Goals, Roles

April 30, 2010 (PLANSPONSOR.com) – A new survey reveals a potential disconnect between plan sponsors and plan...

Opinions | April 27th, 2010

IMHO: Cynic’s “Cull”

April 27, 2010 (PLANSPONSOR.com) - I have always taken seriously the notion that news and information should be...

Products | April 21st, 2010

Mercer Launches Online Retirement Planning Education Campaign

April 21, 2010 (PLANSPONSOR.com) - Mercer has launched an online retirement planning education campaign for participants in 401(k) plans it...

Products | April 20th, 2010

Principal Tool Helps Advisers Build Participant Education Programs

April 20, 2010 (PLANSPONSOR.com) - The new Participant Education Planning Tool from the Principal Financial Group gives financial professionals access...

Compliance | April 19th, 2010

FSA Appoints CEO of new Consumer Financial Education Body

April 19, 2010 (PLANSPONSOR.com) – The Financial Services Authority (FSA) has named a heavy hitter to head...

Administration | April 16th, 2010

FSA Fines London Firm for Poor Pension Switching Advice

April 16, 2010 (PLANSPONSOR.com) – Following a review of advice given by independent financial advisers to UK pension participants on switching...

Benefits | April 13th, 2010

Three-quarters of Americans Say They Could Use Financial Advice

April 12, 2010 (PLANSPONSOR.com) - The National Foundation for Credit Counseling’s (NFCC) fourth annual Consumer Financial Literacy Survey finds that...

Benefits | April 6th, 2010

Transamerica Tells Tale of Two Retirements

April 6, 2010 (PLANSPONSOR.com) – Apparently those who have a retirement plan at work are even better off...

Reader Responses | April 1st, 2010

SURVEY SAYS: When Did You Last Look at Your Account?

April 1, 2010 (PLANSPONSOR.com) - Well, today is the first day of a new quarter, as we bring...

Benefits | March 31st, 2010

Pace of Plan Change Still Positive, But Slow

March 31, 2010 (PLANSPONSOR.com) – Plan sponsors continued to make positive enhancements to their programs last year, albeit...

Deals and People | March 26th, 2010

PLANSPONSOR Announces Retirement Plan Adviser and Adviser Team of the Year

Rick Wedge of of Novato, California-based Northgate Benefits, an NRP member firm, has been named the 2010 PLANSPONSOR Retirement Plan...

Products | March 22nd, 2010

Smart401k Releases New Retirement Planning Tool

March 22, 2010 (PLANSPONSOR.com) - Smart401k has released a new proprietary retirement planning tool that provides clients with a way...

Opinions | March 22nd, 2010

IMHO: Power Less

Last Saturday night, we returned to a home darkened by a power outage.

Products | March 18th, 2010

Unum Offers Benefits Education in Spanish

March 18, 2010 (PLANSPONSOR.com) – Unum has released a new series of educational videos to help Spanish-speaking customers learn about...

Administration | March 16th, 2010

Financial Engines Opens NASDAQ – Remotely

March 16, 2010 (PLANSPONSOR.com) – A firm perhaps still best known for its online advice will celebrate its...