Investment Instruments

A resolution was adopted to restrict the use of sustainable factors in making investment decisions in the Florida Retirement System defined benefit plan.

Among generations, boomers are the most confident they will achieve their short-, medium- and long-term financial goals.

Advisors confident they can address client concerns, yet many still rely on outdated methods.

"In those states that have created auto-IRA programs, employers with plans continue to offer them and businesses without plans are adopting new ones at rates similar to before the state options were available."

Retirees are facing challenges not seen in other generations. These challenges are creating risks when it comes to their retirement plan.

A new report highlights several facts and misconceptions about annuities and their role in retirement planning.