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
- Modernizing Retirement Plan Technology with Congruent Solutions’ Mahesh Natarajan
- How Not to Get Sued: Fred Reish on Fiduciary Risk in 2026
- How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson
- What Participants Really Want from Managed Accounts with Fidelity’s Lorianne Pannozzo
- Previewing the Nestimate Retirement Income Summit with Kelby Meyers
- Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso
RELATED: Group Issues Framework for Daily Valuation of Alternative Assets in 401ks