In this 15-minute webinar, we share the five biggest insights from recent consumer and financial professional research conducted specifically around the topic of business continuity and succession planning.
LIMRA Secure Retirement Institute asked companies about their 401(k) and 403(b) plan education processes. Nine companies responded that some of the services covered with participants are in-person, some are based on the Internet, and others may take place over the telephone.
LIMRA conducted a MarketScan survey regarding company practices for retirement plan enrollers. Seven companies responded.
Technology has improved and changed dramatically. Once somewhat resistant to using technology, most financial professionals feel that technology helps them grow their business.
What are company practices regarding company forums, industry forums and/or trade shows, advisory board meetings, and corporate-sponsored events. Learn about these and related isses, such as location, budget, and planning time. Use this information to develop best practices.
LIMRA Study: Many Americans Don't Fully Read Retirement Plan Disclosures; Few Know What Fees They Pay
WINDSOR, Conn., Aug 27, 2012- Two-thirds of Americans with defined contribution (DC) plans or IRAs admit to spending less than five minutes examining their retirement plan disclosures — one in five say they rarely or never read the disclosure paperwork at all.
Broker-Dealer compliance benchmarks and regulatory experience feedback, to inform and substantiate resource allocations and industry risk management initiatives.
What are the most effective approaches to benefits communication?