Effective investment menu construction hinges on simultaneously allowing for the diverse financial needs and sophistication of plan participants and maintaining a reasonable number of core options. Done well, an attractive menu of investment options and account management programs can enable plan participants to feel confident in the tools they have and prudently invest their retirement savings.
Moderated by Defined Contribution (DC) Manager Pete Ruffel, our panelists cover a range of topics from capital preservation to retirement income as they discuss the lineup of today and that of the future. You will also hear about DC investment menu approaches, benchmarking, and trends.
To download a copy of the transcript, click here.