Investment Instruments

Record inflation and supply chain issues has negatively impacted business owners' retirement plans, forcing many to re-evaluate investing strategies and turn to advisors to weather short-term volatility, according to a new survey.

Building in flexibility and offering a range of features, such as adding a financial advisor, are recommended at a time when there is so much competition for workers, says a new report.

While similar in objective, money market funds, stable value funds and fixed accounts each have unique characteristics that should be evaluated on a regular basis.

Unlike a 401(k) plan, employers don't have to worry about abandoned plans and employees don't have to go through the hassle and expense of a rollover.

The sweeping new retirement savings legislation will likely become law any day now, however, it's not a catch-all solution and employers still need to make some adjustments to further differentiate themselves.

While nearly half of younger workers say they would like crypto as a choice in their 401(k), what's even more surprising is that nearly half also say they would like an annuity option, according to a new study.

Economic conditions today - and those anticipated in the coming months - are similar to those that have signaled global recessions in the past, says the world's second-largest investment manager.

It's time to do a top-to-bottom review, taking a holistic approach that enables employers and advisors to check the overall health of the plan and gauge how prepared it is to deal with changes.