401(k) Education

This station houses posts about providing plan participants with the skills and knowledge needed to create and stick to a financial plan that will help them achieve a dignified retirement, with a particular emphasis on taking full advantage of their employer-provided retirement plan and how plan advisors, consultants and plan sponsors can work together to provide those skills and knowledge. It includes coverage of financial literacy, industry trends, thought leadership, best practices, research, etc.

By Nevin Adams1/20/2015 • 0 Comments

So, how does it feel to be compared to a termite? READ MORE

By Nevin Adams1/13/2015 • 0 Comments

Our industry spends a lot of time and money educating workers about the advantages and mechanics of saving for retirement. But here are six things I think too often go unsaid. READ MORE

By Nevin Adams12/8/2014 • 0 Comments

At a recent event, one of the speakers was taking our industry to task for expecting too much from participants. “We don’t expect individuals to diagnose and treat their own illness,” he said, going on to note that we expect people with no knowledge or training to decide how to invest their 401(k). READ MORE

By Fred Barstein11/18/2014 • 0 Comments

A new study by State Street’s Center for Applied Research coins a new term, the “Folklore of Finance,” which tries to explain why most investors don’t achieve their long-term financial goals. READ MORE