Investment Instruments

U.S. pensions, which control $16 trillion, shifted out of equities and into bonds in the third quarter at the fastest rate since 2008,

Medical benefits of retirees are not considered vested and thus can be changed, the court said.

Retirees in poor health were less likely than healthier counterparts to select a life annuity, indicating that a persons perceived longevity impacts investment choices

In 2012, the biggest single equity holding in self-directed 401(k) plans was Apple ... followed by the SPDR Gold Trust.

The agency is telling insurance companies that it is taking a hard look at disclosures insurers are making to customers contemplating purchase of deferred annuity riders.

Two-thirds of nonprofit organizations are preparing for a mass exodus of retiring baby boomers over the next five years.