Investment Instruments

Despite market volatility during the past four years, people in their 20s are actually investing more in equities in their 401(k) plans than previous generations did at the same age, according to research by Vanguard Center for Retirement Research.

Encouraging participant involvement means offering education and clarity. For independent advisors, that may be a tough path to take.

MassMutual's Retirement Services Division was named "Retirement Leader of the Year" at the 19th Annual Mutual Fund Industry Awards held in New York on April 5.

The financial crisis of 2008 had an unintended consequence which was that employers stopped putting matching contributions in their employees 401(k) accounts.

New York Life's new "longevity" insurance, a deferred income annuity, is gaining attention, though there is a potential downside to benefits if inflation increases.

National Retirement Planning Week kicks off with a renewed focus on maximizing Social Security benefits as part of an improved retirement vision for Boomers.

Just as the underlying investments in supposedly safe money markets are receiving increased scrutiny, so too are the underlying investments in stable value funds.

A surpising "negative" rating for a family of Charles Schwab target date funds is bringing some new focus to the challenges and appropriateness of those products.