Retirement readiness

Understanding the pension and benefit plans of seller organizations is an important part of any acquisition, yet many companies report having less time to complete this due diligence.

Employers and advisers are urged to increase financial education so employees understand the pros and cons of tapping into their 401(k) plans for purposes such as paying off credit card or student loan debt.

Volatility fears are one reason many members of this generation haven’t taken to the variety of retirement savings products available.

Plan sponsors and advisers are still able to provide generic facts about retirement savings and 401(k) plans without being subject to the DOL’s new rule.

Employees are uneasy about their finances and employer clients that prioritize benefits education are at a competitive advantage, new MetLife research finds.

Employees are uneasy about their finances and organizations that prioritize year-round benefits education are at a competitive advantage, finds MetLife’s Annual Employee Benefit Trends Study.

Plan sponsors are urged to increase financial education so employees understand the pros and cons of tapping into their 401(k) plans for purposes such as paying off credit card debt.

New research from the Insured Retirement Institute reveals that many workers in this age group aren’t feeling very confident about their financial prospects.

New ways advisers can help clients make sound savings and investment decisions.

Many lack confidence they’ll ever be able to stop working, but benefit advisers working with employers can help them realize their post-work life goals.