Investment Instruments

For the annual review, an investment policy statement is highly recommended, which outlines general rules for the manager, provides the general investment goals and objectives and describes the strategies to employ.

By helping workers take control of their short- and long-term financial goals, you can help them as well as make progress on your own goals of employee attainment and retention.

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.