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
- Creating the ‘Next-Gen 401(k) Report’ with KWP Growth Partners’ Will Prest and Lisa Kottler
- Large-Cap Value Investing in 401(k) Plans with Invesco’s Devin Armstrong
- Taking the Reins at Viking Cove Institute: New President Amy Glynn
- 401(k) Forfeiture Lawsuits and SECURE 2.0 Compliance with Richard Clarke
- Holly Knight’s High-Profile Move to Alera Group
- Protecting the Rights of Retirement Investors with ICI Leader Eric J. Pan
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With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and 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. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.