Workers who listed their employers as their first or second source of retirement education have more money saved for retirement than those who listed parents or family members as their top source,... Read More
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401(k) Education
BY NAPA Net Staff | 7/20/2016
BY NAPA Net Staff | 6/27/2016
Could financial literacy be blocking behavioral change? That counterintuitive question is posed by financial industry research guru Warren Cormier in his latest column in NAPA Net the Magazine.Over... Read More
BY Fred Barstein | 5/2/2016
[Part 1 of this two-part column is here.]Building on what we know about what doesn’t work with financial literacy education and how adults learn (see Part 1), let’s use our imaginations to envision... Read More
BY Fred Barstein | 4/27/2016
Almost before it has even taken off, financial wellness seems overdone, at risk of becoming an overused buzzword. But in reality, we have just started and we need to get back to basics with some... Read More
BY NAPA Net Staff | 3/14/2016
Retirement providers spend approximately one-third of their total costs on participant communication-related activities — and in recent months, a third of a shrinking budget due to significant fee... Read More
BY Fred Barstein | 5/13/2015
Successful DC plan advisors know that consulting is more effective than selling, and that it’s education, not your sales presentation, that wins business.Successful advisors use education and... Read More
BY Nevin E. Adams, JD | 1/20/2015
So, how does it feel to be compared to a termite?That’s right, a powerful coalition of retirement, union, and so-called consumer protection groups has launched a new attack on retirement plan... Read More
BY Nevin E. Adams, JD | 1/13/2015
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. Your 401(k) isn’t... Read More
BY Fred Barstein | 11/18/2014
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... Read More
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