Developing an effective investment menu for 401(k) plan sponsors is always a tricky yet interesting proposition. Include too few options and it lacks proper diversification, but add too many, and plan participants are quickly overwhelmed.
Schroders’ Deb Boyden, Head of US Defined Contribution, is here to help us figure it out. She explains what and what not to include, the value of active and passive options, and best practices for advisors when educating employees.
Listen to All 401(k) Podcast Episodes
- How Company Mergers Affect Retirement Plans with Inspira Financial’s Pete Welsh
- Opportunity in the SMB Market with Sean Jordan, Principal Financial Group
- The Road to Better Retirement Outcomes with MFS’ Jeri Savage
- Highlighting Fixed Income Opportunities with Invesco’s Matt Brill
- Solving the Portability Puzzle with Allianz Life’s Ben Thomason
- Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami
RELATED: Group Issues Framework for Daily Valuation of Alternative Assets in 401ks
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
