Investment funds

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

Engaged savers, specifically those who are near the end of work, deserve an appropriate spectrum of risk options.

Engaged savers, specifically those who are near the end of work, deserve an appropriate spectrum of risk options.

Engaged savers, specifically those who are near the end of work, deserve an appropriate spectrum of risk options.

The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

Collective Investment Trust funds are gaining traction in retirement plans but advisers need to know how they can help plan participants.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total benefits.

Renaming options using the asset class name they represent lacks transparency, causes participant frustration and is not a best practice.

These inquiries are guideposts for how employers can begin an evaluation process of target date fund offerings.

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

The organizations did not breach fiduciary duty by offering high-cost mutual funds, judge rules.

Willis Towers Watson says a variety of operational, strategic and portfolio management goals will help plan sponsors best utilize resources to improve outcomes.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Charles Schwab creates waves with its new series of target-date funds.

Charles Schwab creates waves with its new series of target-date funds.

These funds were once an insult to investors who prided themselves on picking the best stocks out of thousands.