Tag: Education/Advice

Products | March 10th, 2010

Fidelity to Offer Seminar on Tax-diversified Retirement Portfolios

March 10, 2010 (PLANSPONSOR.com) - To help educate investors on the potential benefits of building a tax-diversified retirement portfolio, Fidelity...

Products | March 8th, 2010

Ridgeworth Investments Offers Education on Mid-caps

March 8, 2010 (PLANSPONSOR.com) - RidgeWorth Investments has published a whitepaper highlighting that a portfolio with an allocation to mid-caps...

Products | March 5th, 2010

BB&T Introduces Redesigned Participant Web Site

March 5, 2010 (PLANSPONSOR.com) - BB&T Retirement Services has launched its fully redesigned defined contribution participant Web site PlanTrac.

Opinions | March 4th, 2010

IMHO: “Access” Points

Last Friday, the Department of Labor, as part of the White House’s Middle Class Task Force, formally unveiled a...

Products | March 3rd, 2010

MassMutual Introduces New RetireSmart Statements for Participants

March 3, 2010 (PLANSPONSOR.com) - MassMutual's Retirement Services Division has announced plans to introduce its new RetireSmart participant statement later...

Compliance | February 26th, 2010

DoL Proposes New Advice Rule

February 26, 2010 (PLANSPONSOR.com) - The U.S. Department of Labor has proposed a new rule on the provision of investment...

Products | February 25th, 2010

Wells Fargo Updates Retirement Site

February 25, 2010 (PLANSPONSOR.com) – Wells Fargo & Company has enhanced its online retirement site with interactive planning tools.

Products | February 23rd, 2010

Fidelity Launches New iPhone Trading App

February 23, 2010 (PLANSPONSOR.com) - Fidelity Investments has developed an app that will allow investors to place stock,...

Administration | February 16th, 2010

How Will You Spend That Tax Refund?

February 16, 2010 (PLANSPONSOR.com) – Most taxpayers are looking for a tax refund this year – but a...

Products | February 9th, 2010

E*Trade Unveils Portfolio Management Tool

February 9, 2010 (PLANSPONSOR.com) – E*Trade has rolled out a new advice solution that it says will “help...

Deals and People | February 9th, 2010

PLANSPONSOR Announces 2010 Plan Sponsor of the Year Finalists

February 9, 2010 (PLANSPONSOR.com) - PLANSPONSOR, the nation’s leading retirement plan resource, today announced the 2009 finalists for its annual...

Opinions | February 8th, 2010

IMHO: Goal Lines

February 8, 2009 (PLANSPONSOR.com) - Heading into Super Bowl weekend, a new report focused attention on another “contest”

Deals and People | February 5th, 2010

Stewart Joins PEI as Senior Consultant

February 5, 2010 (PLANSPONSOR.com) - PEI recently hired Fred Stewart as a Senior Consultant based in the firm’s...

Opinions | February 1st, 2010

IMHO: Facts in Circumstances

One of the things I have always enjoyed most about this job is the access to information.

Reader Responses | January 28th, 2010

SURVEY SAYS: What's Your Preferred Retirement Initiative?

January 28, 2010 (PLANSPONSOR.com) - The Obama Administration this week renewed its support for a variety of initiatives...

Products | January 27th, 2010

Securian ‘Checkups’ Help Participants Maintain Savings Rate

January 27, 2010 (PLANSPONSOR.com) – The majority of participants in Securian retirement plans who received a personalized Annual Checkup on...

Benefits | January 25th, 2010

Study Says Investment “Help” Makes a Difference

January 25, 2010 (PLANSPONSOR.com) – It is a long-accepted tenet that most retirement plan participants want – and...

Products | January 19th, 2010

NAPFA Advisers Available at Free Event

January 19, 2010 (PLANSPONSOR.com) – Kiplinger’s Personal Finance magazine and the National Association of Personal Financial Advisors (NAPFA) are offering...

Reader Responses | January 14th, 2010

SURVEY SAYS: Do You Feel Better Today than a Year Ago?

January 14, 2010 (PLANSPONSOR.com) - Last week I saw this question posed on Twitter – and I’ve given it a...

Benefits | January 13th, 2010

Researchers Claim Dartmouth Retirement Participation Success

January 13, 2010 (PLANSPONSOR.com) – Researchers studying how best to get women and low-income workers to save for retirement were...