Strategies

• John Hancock launches advisor training program

  By Heather Trese  |  July 5, 2011

  John Hancock Financial Network recently launched a new defined contribution consulting program to help John Hancock financial advisors at every level expand their retirement plan business and provide better service to their clients.

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  Study: Financial goals trump personal, career goals

  By Heather Trese  |  July 5, 2011

  According to a new study by Northwestern Mutual, 74 percent of Americans feel the pace of today’s society is making it harder for them to focus and remain on track toward achieving long-term goals — including savings goals.

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  Couples not talking about retirement

  By Heather Trese  |  June 29, 2011

  A new study from Fidelity Investments finds that fewer than half of couples make investment decisions for retirement together, and wives lag behind their husbands in terms of retirement education.

• Putnam identifies three keys to successful retirement

  By Heather Trese  |  June 29, 2011

  The company, in a survey of nearly 3,300 working Americans, found that long-term savings, access to a workplace retirement program, and working with a financial advisor are the best ways to achieve success in retirement.

• Charles Schwab launches client review program

  By Heather Trese  |  June 28, 2011

  A new program from financial services firm Charles Schwab allows clients to publicly comment on and rate their experience with the firm, making Schwab the first major brokerage in the U.S. to allow clients to give public feedback.

• JP Morgan: Americans can't turn savings into income

  By Heather Trese  |  June 27, 2011

  New research from J.P. Morgan finds that the majority of Americans need income replacement predictions, but most don't have access to the data or the understanding of how to translate their 401(k) savings into retirement income.

• Unemployment clouds retirement outlook

  By Heather Trese  |  June 25, 2011

  A new study by the Transamerica Center for Retirement Studies explores the affect unemployment and underemployment can have on the retirement outlook of displaced American workers.

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  Bridging the education gap

  By Heather Trese  |  June 24, 2011

  Is there enough education available for employees, and what can plan sponsors do to bring awareness of current education campaigns?

• 92 percent of baby boomers believe in a retirement crisis

  By Heather Trese  |  June 23, 2011

  A new study from Allianz Life Insurance of North America finds that the majority of baby boomers believe there is a retirement crisis in the United States, and they're unprepared to deal with it.

• Gen X not ready for retirement

  By Heather Trese  |  June 21, 2011

  An overwhelming majority of Americans aged 29 to 49 remain worried about their retirement prospects, but they haven't begun to save or plan for it, according to an eRollover.com.